Upload Photo using iPhone

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• Upload Photo in iPad

  For Leads and Contacts, you can upload an image by taking a photo or using an existing photo from the iPad's Photo Library. To upload a photo Tap the Leads/Contacts module. All the records in the selected module will be listed. Tap the record to ...

• Upload Photos using Android

  For Leads and Contacts, you can upload an image by taking a photo or using an existing photo in the android device. To upload photo Go to the Leads or Contacts module. Tap the record to which you want to upload a photo. In the Record ...

• Attach Files using iPhone

  To attach files Go to the Leads, Accounts, Contacts, Potentials or Cases module. Tap a record and tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps ...

• Log Calls using iPhone

  After making calls to your customer, you can instantly log your calls with the log a call feature. Note You can log only outbound calls. To log a call Go to the Leads, Contacts, Tasks or Calls module. The records in Contacts, Leads, and Accounts ...

• Send SMS using iPhone

  Along with calling options, you also have the option to send SMS to Leads and Contacts. To send SMS Tap the Leads/Contacts module. All the records in the selected module will be listed. Tap the record to which you want to send SMS. In the Record ...