Navigation Tips
Using the "swipe" shortcut
When viewing the Contacts, Leads, Prospects, My Business and Properties lists, swipe the contact's name, activity description or property address to perform various functions (see example below).
- Swipe the contact's name from left to right.
- Choose from the available options that appear. In this example, you can add an activity, call/email the contact, or add a note.
Icons
When viewing a page, tap the available icons to perform specific functions.
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Available from the Contacts list and My Business. Tap to add a contact. |
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Available from the Contact and Lead Records, Activity Details page and View Note list. Tap to edit a contact, lead, activity or note. |
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Available from the Contact and Lead Records. Tap to view contact details. Also available from the Properties list. Swipe the listing/closing and then tap to view the seller/buyer details. |
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Available from the Contact and Lead Records. Tap to view your Notes list. |
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Available from the Contact/Lead and Listing/Closing Records. Tap to view related activities (tasks). |
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Available from the Contact and Lead Records. Tap to view any properties associated with the contact or lead. Also available from the List view in My Business. Tap to view incomplete listing activities. Tap again to view complete listing activities. Only listing to-do activities appear on this tab. Calls and appointments related to a listing can be viewed from the Calls/Appointments tabs as they come due. |
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Available from the Contact and Lead Records. Tap to view any family or friends associated with the contact or lead. |
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Available from the Listing and Closing Records. Tap to view any parties associated with a listing or closing. |
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Available from the Activities lists in the Contact/Lead and Listing/Closing Records. Tap to add an activity. |
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Available from the Notes list. Tap to add a note. Also available from the Contacts and Prospects lists. Swipe the name and then tap to add a note. |
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Available from My Business. Tap to display the Calendar view. |
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Available from My Business. Tap to display the List view. |
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Available from the Calendar view in My Business if you have a team/partner license. Tap to display your team members' calendars. |
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Available from the List view in My Business. Tap to display incomplete calls. Tap again to display complete calls. |
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Available from the List view in My Business. Tap to display incomplete appointments. Tap again to display complete appointments. |
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Available from the List view in My Business. Tap to display incomplete to-dos. Tap again to display complete to-dos. |
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Available from the List view in My Business. Tap to display incomplete closing activities. Tap again to display complete closing activities. Only closing to-do activities appear on this tab. Calls and appointments related to a closing can be viewed from the Calls/Appointments tabs as they come due. |
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Available from My Business and the activity lists in the Contact/Lead and Listing/Closing Records. Tap to mark an activity done. |
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Available from My Business and the activity lists in the Contact/Lead and Listing/Closing Records. Swipe the activity description and then tap to provide a visual reminder that the activity is high priority and requires your attention. |
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Displays when viewing activity lists. Indicates that the activity is high priority and requires your attention. |
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Available from My Business and the activity lists in the Contact and Listing/Closing Records. Swipe the activity description and then tap to delete an activity. Also available from the Leads list, swipe the lead's name and then tap to delete the lead. |
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Available from the Contacts, Leads, Prospects, Listing/Closing Parties and activity lists. Tap to email the contact. Also available when viewing an appointment. Tap to send an email reminder to any contacts associated with the appointment. |
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Available from the Contacts, Leads, Prospects, Listing/Closing Parties and activity lists. Tap to call. Also available when viewing a call activity, providing that the contact has a phone number entered in their record. |
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Available from the Contact and Lead Records. Tap to send a text message. Also available when viewing an appointment. Tap to send a text message reminder to any contacts associated with the appointment. |
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Available from the Home page and Contact/Lead Records if you have a Market Snapshot license. Tap to send a Market Snapshot to a contact/lead. |
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Available from the Lead Record. Tap to convert the lead to a contact. |
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Available from the Contact/Lead and Listing/Closing/Property Records. Tap to view a property on a map. Also available from the Properties list. Swipe the listing/closing and then tap to view the property on a map. |
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Available from the Contacts list. Tap A-Z and then tap to display only favorite contacts. Also available from the Contact and Lead Records. Tap to mark a contact as a favorite. |
