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