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Help Center
Mobile App Support
Mobile App Support
Mobile Home
The Mobile Home Screen
Universal Plus Button on the Mobile App
Push Notifications
Check-ins
Two-Step Check-ins
Mileage Tracker
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Settings
Settings
Manage Settings
Calendar Sync
Offline Capabilities
Records
Record Overview
Create Company and People Records
Record View
Activities Tab
Relationships
Activity Records
Deal Records
Frequencies
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Map
Maps Overview
Getting around the Map
Accessing Record View from the Map
List View
Filter Records
Search for Records
Map Actions
Pin Settings and Color Key
Modify Map
Getting around the Map
Groups
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Lead Finder
Add Leads to Records
Lead Finder Overview
Find Leads
Routes
Create Routes
Run your Route
Routes Overview
Edit Routes
Planner
Smart Planner
Using the Planner
Route Builder from Planner
Activity List View
Activity Records
Smart Suggestions
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Bulk Emails
Setting Up Bulk Email
Sending Bulk Emails