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