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 People Works

Accessing Your Clients

1. Easily pull up contacts by clicking the magnifying glass at the top-right of any screen:

2. The contacts you accessed the most recently will automatically appear for your convenience:

People Tab

The Smart Lists section provides easy access to the lists created from the desktop app:

The Stages section gives you the ability to just see leads in a certain stage, e.g. Hot Prospects:

Adding a Contact

Click the plus sign at the top-left then select New Contact:

If you would like to assign this contact to someone else, tap where it says "Assigned to" then choose an agent:

Reassigning a Contact

1. Open the contact record and click where it says "Assigned To" and select the new agent

Assigning an Action Plan

Open the contact and navigate to the Plans Tab > select Add Action Plan