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.
- 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.