Manage your business on the go using the mobile app. It explains how the homepage provides a quick glance of opportunities, pipeline value, and overall business activity, and how to customize pinned apps and navigate via the apps icon. The video covers managing conversations in one inbox across SMS, email, and social platforms, including creating new direct messages or emails, attaching media, calling contacts, and viewing full contact details.
It also demonstrates booking and editing appointments in Calendars, updating opportunity pipelines by moving cards between stages, searching contacts, charging customers through an integrated payment provider, and sending review requests for reputation management. The app can deliver push notifications so you do not miss leads.
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