To access your records:
- Tap the “Map” icon on the bottom navigation bar.
- Click on a pin.
You’ll see preview details of the record and quick actions available to interact with.
Quick Actions:
- Check-in
- Call
- Directions
- Quick Edit
- Add Note
- Add to Route
- Add to Group
- Change Color
- Delete
To view more details of the record:
- Tap the Name of the Company/People or Deal record
- This will take you to the record view
There are three different tabs under the Record view:
- Activities:
- View all activities
- Notes and files associated with this record
- Relationships:
- Related records
- Groups or Routes assigned to this record
- Details:
- General details
- Custom fields
- Address details
You can also apply filters to search. To learn more about filters, please visit our Filter Overview page
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