The Accounts list shows the main information for each account without requiring you to open its record.
Information shown in each record
Each record can show:
The account image or logo.
The account name.
Its commercial status, such as Lead, Prospect or Customer.
The address.
The assigned owner.
The distance from your current location.
When the app has access to your location, it can also group accounts by proximity.
What the indicators mean
The indicators appear in the top-right corner of each record.
Indicator | Information shown |
Rating | The priority or rating assigned to the account, for example, A, B, C or D. |
Flag | Indicates whether you have marked the account for follow-up. |
Calendar | Indicates whether the account has related tasks or events. |
Location | Indicates whether a check-in has been recorded for the account. |
Goal | Indicates whether the account has related active goals. This indicator requires the Goals add-on. |
Icons are highlighted when the corresponding indicator is active. Their appearance may vary depending on the device.
Tap any record to open the account record and view all its information.