With offline capabilities, even when cell service is spotty and wi-fi is unavailable, you can still create records. This means you'll be organized no matter where you are.
Note: You must enable this feature via the Settings screen inside the app.
Sorting Companies and People with Filters has never been easier.
On Companies and People list view, quickly apply filters on the same screen as the list itself.
Filtering allows you to stay organized and focus on certain companies based on:
To Filter by Field:
You can also filter by Radius and Group using the tool on the left-hand side of the screen.
This update to filtering is the first of many improvements we are making to filtering and viewing records in the web application.
We're also introducing a new view for Company Records so you can see more information in one place.
Please note, this new view is in preview mode only. Access by navigating to a Company Record and clicking "Try New Record View" in the top-right of your screen.
This new company record layout provides better insight for you to understand the context of a company at a glance.
Try it out today!
Easily surface your team's sales data with the new Field Dashboard.
Be welcomed to the web application with a display of all your reps' and team activities from one centralized and organized view.
This is helpful for you to see a quick snapshot of the day from the home page, either for yourselves or the entire team:
Our dashboard makes it easier than ever to understand your top performing reps and the activities that get them ahead.
Plus — see your reps' locations!
We've introduced a few small UI/UX improvements to make your mobile application experience more intuitive.
You'll notice several changes to buttons across the app, as well as helpful icons to better user understanding.
Tired of scrolling to access the most important details of a record? So are we.
With the new mobile view mode of Companies, Records and Deals, you'll see fewer empty fields. Plus, you'll see the most important information first.
This compact and organized view will allow for a higher level of understanding of your customers, especially by highlighting how different record types relate and connect.
Never accidentally make changes to a record again. Within a mobile record, tap into the new "Details" tab to edit the Company, Person, Deal or Activity and follow these steps:
This simple change will ensure your data is clean by avoiding any undesired edits.
We've introduced several small UI/UX improvements to make the web application more intuitive for users. Some changes include:
In the spirit of data hygiene, we're offering a cleaner process to manage your subscription.
Quickly view your current payment plan, number of licenses and next payment date. Plus, easily add licenses to your team without contacting our sales team directly.
You can find subscription information by clicking on your user portrait and selecting "Manage Subscription" from the drop-down menu.
Say goodbye to clutter! We've launched improvements to "List View" on both mobile and web. Even when not looking at a map, we want your Companies, People, Deals and Activities to be easy to access and more actionable.
On web, your lists will be more structured, easy to sort, and customizable to provide even more insights into your customers. On mobile, you'll see a simplified experience to make actions (like calls, emails and routes) more readily available.
