New Home Screen - Mobile

Now, your app opens directly to the new "Home" screen. Easily access the most important functions in just a few taps:

  • Launch Routes opens saved routes for Companies and People.
  • Find Leads brings you to Lead Generation, where you can search for new leads while on the go.
  • Add Record allows you to add a new Company, Person, Deal or Activity in just a few taps.
  • Use Add Activity to input a call, meeting, email, visit (and more) in a flash.

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Plus, use the search bar to find an existing record with ease. You'll also see a feed of recent and upcoming activities to keep your schedule top of mind.