The lead profile on the Android app is the main hub for the contact. This provides all contact details, communication, and calendar.
View and edit lead information on the Details tab. To edit information, tap on the field. The Details tab includes information about the following:
- Phone Number
- Assigned Agent
- Assigned Lender
- Action Plans
Communication (calls, emails, and texts) with the lead can be viewed and replied to on the Comms tab.
Tasks and appointments for the lead can be viewed and created on the Calendar tab.
Quickly take action by clicking on the + function in the lower right-hand corner.