You can quickly find a lead, contact or company from the main page or from within your leads
From the bottom of the main page…
From the top in “Leads”
- Tap on the map icon to open
Leads, customers, and B2B contacts near you are highlighted with special icons.
Lead Icon
B2B Contact Icon
B2B Company Icon
- Pinch to zoom in on the map
- Tap on the name to show a preview of the lead/customer/B@B contact information
- Tap on the pencil icon to edit the lead
- Tap on “Update” to save it