Mobile

Getting Started on Mobile Opening Open Leads on your phone, finding your way around, and switching to the full site. 1 article Home Screen Your day at a glance: what is due, what is new, and your recent contacts. 1 article Lead List Searching, filtering and sorting your list, and the new-lead badge. 1 article Lead Page Calling, texting, logging, status, files, workflows and history on one page. 1 article Adding & Editing Leads Adding new contacts, editing their details and choosing who they are assigned to. 1 article Tasks & Calendar Adding, completing, rescheduling and assigning tasks, and the week calendar. 1 article Email & Campaign Results Emailing one contact from your phone and checking how your campaigns did. 1 article My Profile on Mobile Your details, time zone, password and email notices. 1 article Setup on Mobile Workflows, forms, users, apps, fields, types, task settings and email, from your phone. 7 articles