How to Organize and Manage Contact Tabs on Mobile

Navigate hundreds of leads efficiently using smart organization tools.

• Use Dashboard Tabs: Switch between Contacts (full list), Groups (segments), and Recently Edited to find exactly who you need.

• Segment Your List: Tap into Groups to see everyone under a specific label, like Investors or Referrals, without scrolling through your entire list.

• Pin Important Clients: Tap the Pin icon on a contact's profile to keep high-priority leads at the top of your list for instant access.

• Update Status: Use the toggle switches on a profile to quickly change someone from a Lead to a Pin or update their Client Type.