We've made the iOS app as intuitive as the web application.

Pipelines

You can view your Pipelines on the 'Pipeline' tab and switch between statuses by scrolling left or right.

To change the Pipeline in view, tap the top dropdown menu and select the relevant Pipeline.

Companies

You can view and search Companies in the 'Companies' tab.

Adding a Company

To add a Company, tap the '+' button in the top right of the Companies view.

Filtering Companies

To filter Companies in the Company view, tap the filter icon in the search bar.

Changing a Company Status

To change a company status, tap a Company's profile and select the dropdown Status menu.

People

You can view and search People in the 'People' tab.

Adding a Person

To add a Person, tap the '+' button in the top right of the People view.

Filtering People

To filter People in the People view, tap the filter icon in the search bar.

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