1. Contacts: Your Network, Organized
Stay on top of every interaction with your leads and clients.- Quick Access to Recent Interactions: By default, you'll see a list of your most recent interactions with individual People.
- Switch to Companies: Easily toggle to view your recent interactions with Companies instead.
- Direct Calling & Logging: Tap the phone icon next to any contact to call them directly from the app. After your call, you'll have the option to:
- Log the call as an activity.
- Create a follow-up task to ensure next steps are taken.
- Add detailed notes about your conversation.
2. Deals: Track Your Progress Anywhere
Keep a pulse on your sales opportunities, no matter where you are.- Recent Deal Interactions: The "Deals" section defaults to showing your most recent deal activities, so you're always updated on what's moving.
- Access Deal Profiles: Simply click on any deal to open its full profile page, giving you all the details you need at a glance.
3. Saved Lists: Your Curated Views on the Go
Access your pre-organized contacts and deals for targeted outreach and review.- Easy Access: While created on the desktop browser, your custom Saved Lists of People, Companies, or Deals are readily available in the app.
- Quick Filtering: Use the dropdown menu within the "Contacts" or "Deals" section to select and apply any of your saved lists, instantly narrowing down your view to focus on specific segments.