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Mobile App Dashboard

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Maria Herrell
Updated 1 week ago
The Pipeline CRM Mobile App Dashboard is your personalized command center, putting your essential sales data and activities right at your fingertips, wherever you are. Designed for efficiency, it gives you a quick overview and instant access to what matters most.


What You'll Find on Your Dashboard


  • Quick Settings: The hamburger icon provides easy access to your settings, where you can update the following:
    • First Name, Last Name, Email, Mobile Number
    • Date and Time
    • Push Notifications
    • Option to select which app to open your emails with.
    • Option to select which app to open locations with.
  • Search: Universal search function allows you to instantly find any record in your CRM.
  • Integrated Route Planning: Plan and optimize your sales routes directly within the app, allowing you to efficiently navigate between client visits.
  • Your Pipeline at a Glance: Easily view your sales pipeline and track your progress. You can even switch to view your colleagues' pipelines for team collaboration.
    • Effortless Data Entry: Easily add new people, activities, deals, companies, tasks, or events on the fly. All new records automatically sync with your web browser version of Pipeline CRM.
    • Access Your Starred Lists: Quickly jump to your most important or frequently used "Starred Lists" directly from the dashboard.
    • Activity Feed: Stay updated with real-time activity updates. This chronological feed helps you monitor recent interactions and collaborate effectively with your team.
      • Add Activities: Easily add or update activities. You can also use the convenient Talk-to-Text feature.
  • Agenda View: See all your tasks and events organized in one place, helping you manage your schedule efficiently.
  • CRM Record Access: Dive into detailed CRM records for people, companies, and deals directly from your mobile device.
  • Mobile Reporting: Access your saved reports directly from the app to view key metrics and stay informed about your business performance on the go.
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