The lead profile on the iPhone app is the main hub for the contact. This provides all contact information, communication, notes, calendar, and plans.
Phone Number & Email Address
View and manage relationships.
Manage lead assignment, source, stage, tags, lender, and collaborators.
View and add additional information about the lead's background.
View addresses and get directions with one tap!
When there is website activity, it will appear under inquiries.
View and add custom field information.
Click Edit in the upper right-hand corner to modify the name, phone number, email, address, and price.
Communication (calls, emails, and texts) with the lead can be viewed and replied to on the Comms tab.
Notes for the lead can be viewed and added on the notes tab.
Tasks and appointments for the lead can be viewed and created on the Calendar tab.
Action plans for the lead can be viewed, added, and paused on the Plans tab.
Note: To pause an action plan, click Running.
Quickly send communication or take action by clicking on the + in the lower right-hand corner.