The lead profile on the Android app is the main hub for the contact. This provides all contact details, communication, notes, and calendars.

⭐️ Tip: To view all the tabs on the lead profile, swipe to the left. 

Details

Recent Messages

View the most recent text messages that were sent or received.

Contact Information

Call, text, or email the lead by clicking the actions in the upper right-hand corner of the lead profile. 

Address

View and edit addresses.

Relationships

View and manage relationships. 

Details

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

Background

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

Activity 

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

Action Plans

Manage active action plans.

Tags

Tags are listed with the number of tags applied to the lead.

Communication

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

Homes

View your contacts website activity on the Homes Tab. 

Notes

View, compose, and react to notes.

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 take action by clicking on the + function in the lower right-hand corner.