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.