Manage Settings

Within Settings on the mobile app, you can manage your preferences related to Calendar Sync, Auto Visits & Reminders, Map Defaults, Activity Types and Offline Capabilities.

Calendar Sync

Enable Calendar Sync to sync your Activities with your device calendar. Depending on the level of integration you want with your current calendar provider, you can choose either one-way or two-way sync. To learn more, head over to our Calendar Sync article. 

Auto Visits & Reminders

Auto Activities include Auto Visits and Auto Reminders. To use Auto Activities, you can enable them from the Settings screen. Navigate to the Activities section for step by step instructions to manage Auto Visits and Auto Reminders.

Map Defaults

You can customize your Navigation and Map preferences from Settings.

 To set your default routing app:

1. Tap the expandable Map Defaults section
2. Tap on the ”Default Routing App” dropdown and choose between:
   • Waze
   • Google Maps
   • Apple Maps
3. Tap "Done"

 To view your Map in Satellite View:

1. Tap the expandable Map Defaults section
2. Toggle on "Show Satellite View on Map"

 To edit the pin style:

1. Tap the expandable Map Defaults section
2. Tap "Pin" or "Circle" to choose between pins or circles for your marker icons on the map
3. Tap "small" or "large" for marker size. Smaller sizes may be helpful if you have a lot of Leads or Records.

Activity Types

You can create and edit custom Activity Types from the Settings screen. To learn more, refer to the Activity Records article.

Offline Capabilities

You can enable Offline Capabilities via a toggle on the Settings screen. To read about this feature, please navigate to the Offline Capabilities Overview article.