To access your records:
- Go to the "Map" tab at the bottom navigation bar.
- Tap on a pin.
You’ll see preview details of the record and quick actions available to interact with.
- Add Activity
- Quick Edit
- Add Note
- Add to Route
- Add to Group
- Change Color
To view more details of the record:
- Tap the name of the Company, Person, or Deal record
There are three different tabs on the Record view:
- View all activities
- Notes and files associated with this record
- Related records
- Groups or Routes assigned to this record
- General details
- Custom fields
- Address details
You can also apply filters to search. To learn more about filters, please visit our Filter Overview article