The people tab on the iPhone app provides access to contact profiles and the ability to make changes on the go. Add a contact, view smart lists, reassign a contact, and assign action plans all from your iPhone.
How to Find People
Searching People
1. Click the Magnifying Glass in the upper right-hand corner
2. Search People or Select a recently accessed lead
People Tab
Smart Lists
The smart lists section provides easy access to the lists created on the desktop.
Stages
The stages tab lists people in each stage.
Add Person
1. Click the plus sign in the lower right-hand corner
2. Add Person
2. Fill out Person Information > Save
FAQ
How can I view a pond on the app?
To view a pond on the app, you will need to create a smart list that is filtered to the pond (on the web version of FUB). Then this smart list will appear on the people tab within the app.