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Mobile App: Profile Records

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Maria Herrell
Updated 1 week ago
Welcome to your Pipeline CRM Profile Records! Whether you’re tracking People, Companies, or Deals, your profile pages are designed to keep you in the loop and ahead of the game. Here’s how to get the most out of every profile—no detective work required.

What’s on a Profile Page?

Each profile is packed with powerful features to help you stay organized, informed, and ready for action:

  • Activity Feed
    •  Filter by Category: See calls, emails, meetings, and more.
    • Add Activities: Log calls, meetings, notes, and files right from the profile.
    • Talk-to-Text: Hands full? Dictate your notes and let your voice do the typing.
    • Collaborate: Tag teammates, leave comments, and keep everyone informed.
  • Details
    • All the Information, All in One Place: View deal values, custom fields, contact information, and more.
    • Files at Your Fingertips: Quickly access any files linked to the record.
  • Agenda
    • Stay on Track: View upcoming tasks and outstanding to-dos for each record—no more missed follow-ups!
  • Geolocation & Mapping
    • Plan Your Route: Instantly see where your prospect is located. Use your device’s default maps or the built-in Nearby feature to map out your day.
Edit & Sync: Seamless Updates Everywhere 🔄
Made a change on mobile? It syncs to the desktop. Update on desktop? It appears on mobile. Wherever you work, your data stays up-to-date—no manual updates needed.

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