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 Contact Information > Save