List View

To see an organized list of your Records, tap “Records” on the Navigation Menu. This tab displays your Companies, People, Deals and Activities.

Navigating List View:

• The Search bar allows you to search for a specific Record
• The Filter icon in the Header allows you to filter your Records in a variety of ways
• Links to Route, Call and Email are available next to each Company and Person 
• To see details for a Record, simply tap on the name of the Record and all of its information will appear