New Record View - Mobile

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.

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  • Top of Screen: View important information and complete tasks in a tap.
  • Activities Tab: View and manage your upcoming activities, notes and files.
  • Relationships Tab: View and manage associated records like Parent Companies.
  • Details Tab: View all custom fields and make edits to the record.

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.