Acquire

Mobile Apps

Deal summary sidebar - access contact page and copy info to clipboard (currently iOS only)
Add multiple contacts to a Deal in mobile Apps (currently iOS only)
Documents - open, preview, share and store document files from mobile app (currently iOS only)
Edit deal in mobile apps (currently iOS only)
App security - Unlock screen on app opening (currently iOS app only)
Deal tile color options in mobile apps (currently iOS only)
Client Tasks and Notes (currently on iOS only)
Add photos and documents
Call/SMS/Email client
Add Notes
Main menu
Add Task
Add Deal
Search on Android
Android Login Screen
  • Home link-arrow
  • Mobile Apps link-arrow
  • Main menu

Main menu

In order to access the main menu - where you can change the workflows, organizations, access support articles and sign out - click on the three lines in the upper left (image one) and then after that you will see the sliding menu with those options (image two).


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