Mobile AppAccount Setup
How to Manage Pinned Tabs on Mobile
Customizing your pinned tabs on mobile
How to Manage Pinned Tabs on Mobile
Tailor your experience by choosing which tools appear in your bottom navigation bar. Whether you prioritize Leads over Todos or want quick access to your Calendar, you can swap tabs in seconds.
Steps to Customize:
Tap the Menu icon at the far right of the bottom navigation bar.
Tap the Pencil icon in the top right corner of the "More" screen.
Find the tool you want to add (e.g., Leads or Transactions) and tap the purple + button.
A window will appear asking which current tab you want to replace.
Tap the icon of the tab you wish to remove. Your bottom navigation bar will update immediately.