When you first open the app, you will be taken right to the dashboard overview. You will see all of upcoming tasks, along with past due documents, sorted by type.
At any time, you may also open up the navigation menu by clicking the three bar navicon (navigation menu icon):
From here, you may access your dashboard, contact list, leads, projects, or logout.
Contacts: When clicking on "contacts", you will be taken to a list of your current contacts already added within 17hats:
If you click on any contact, you will then be able to view the contact details. You may also press the "+" symbol to add a new contact (similar to using the desktop version of 17hats).
Leads: Similar to the "contacts" page, clicking on "leads" from the menu will display all your leads:
- Note: It defaults to show "New" Leads, so if you only want to see "Active" Hot Leads - you will need to select that from the top menu bar.
Projects: Get a view of your Projects, sorted by Active, Archived, Leads, and All:
To-Dos: You will be able to see and add to your To-Do tab as well via the mobile app:
***Note: To filter what list you are seeing click on the button shown below:
If you need, you may use the search option (magnifying glass) on many pages as well.
Once you click on this, it will bring up a search bar at the top of your screen:
KeyWordSearch: Apple, App, iOs, Mobile, iPhone, Phone