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.