0 1
Take the context with you
Access supported conversations, contacts, and opportunities in the mobile app. Check the recent history before calling someone back.
0 2
Give the team useful access
Set permissions around each person’s role. Owners, office staff, and field team members may need different views and responsibilities.
0 3
Build a reliable handoff
Use notifications and clear assignment rules to help the right person respond. App access and feature availability depend on the agreed configuration.