The Mobile Homescreen gives you quick access to the things you'll need on the road.
There are multiple features you can use when navigating on the Homescreen:
- By tapping the MMC logo "
", you will be able to:
- View your profile.
- Change your password.
- Logout.
- Get support by visiting the Help Center.
- The Gear icon "
"lets you:
- Set up Calendar Sync.
- Set Check-ins & Visits.
- Change map view.
- Access activity settings.
- Set Offline Capabilities.
3. You can use the search bar to find Companies, People, and Deals or search for keywords within records.
4. Tap on these icons for quick access to all of these functions:
5. You will also be able to Check-in and log activity from the Homescreen by tapping on the blue “Check-in” button. Note: This option needs to be enabled from Settings.
The Navigation Menu
Get quick access to different features of the app by using the Navigation bar located at the bottom of the page.
To use the Navigation Bar:
- Click Home to go to the Mobile Homescreen.
- Click Maps to go to the Company, People, and Deal Maps.
- Click Routes to go to Company and People Routes.
- Click Records to go to the Company, People, Deal, and Activity Lists.
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