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.