The lead profile on the iPhone app is the main hub for the contact. This provides all contact information, communication, notes, calendar, and plans. 

Info

Phone Number & Email Address

Call, text, or email the lead. 

Relationships

View and manage relationships. 

Details

Manage lead assignment, source, stage, tags, lender, and collaborators.

Background

View and add additional information about the lead's background.

Address

View addresses and get directions with one tap! 

Inquiries

When there is website activity, it will appear under inquiries.

Custom Fields

View and add custom field information. 

Edit 

Click Edit in the upper right-hand corner to modify the name, phone number, email, address, and price. 

Comms

Communication (calls, emails, and texts) with the lead can be viewed and replied to on the Comms tab.

Notes

Notes for the lead can be viewed and added to the notes tab. You can use reactions and reply to notes for seamless communication. 

Calendar

Tasks and appointments for the lead can be viewed and created on the Calendar tab.

Plans

Action plans for the lead can be viewed, added, and paused on the Plans tab. 

Note: To pause an action plan, click Running.

+ Function  

Quickly send communication or take action by clicking on the + in the lower right-hand corner.