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