The Mobile Homescreen

The Mobile Homescreen gives you quick access to the things you'll need on the road.

To Navigate on Mobile:

Use the Search bar to find Companies, People and Deals or search for keywords within records

Tap  (Logo) to edit your profile, change your password, logout and get support

Tap  (Gear Icon) to set up Calendar Sync, set notifications, change map view and access activity settings

Tap   (Plus Icon) to quickly add a Company, Person, Deal or Activity