The Command App was built to allow agents to access their database, tasks, and notifications quickly and easily, while on-the-go. While users are able to do certain things with the Command App there are some considerations to be aware of. The most important this to remember is that the Command App was created to offer agents the easy access to functionality most needed on-the-go, not to be a replacement for All Command. There are certain applets and functionality that can only be accessed through the desktop version of Command. However, there will be added functionality from other Command applets coming soon.
In order to make things easier when you are on-the-go be sure to have things like contact tags and SmartViews created prior to using the Command App. For SmartPlans, be sure that they have been created or added to your SmartPlans list before hand as well. Once they have been set up, you will be able to utilize them in the Command App with ease.
Below are functions you can use with the Command App:
General Information
Command App: Notifications
View and Manage In-App Notifications on the Command App
Command App: Contacts
Add a Lead or Contact in the Command App
Edit a Lead or Contact in the Command App
Find a Lead or Contact in the Command App
Add a Note to a Lead or Contact in the Command App
Add an Activity to a Lead or Contact in the Command App
Add a Contact to a SmartPlan Using the Command App
Add or Remove Contact Tags with the Command App
Contact Your Database in the Command App
Save a Command Contact to Your Phone with the Command App
Convert a Lead to a Contact in the Command App
Command App: Tasks
Create Tasks with the Command App
Manage Tasks with the Command App
Create a Task from a Notification In the Command App
Command App: Opportunities
Customize the Opportunity Pipeline View in the Command App
Add an Opportunity with the Command App
Find and Manage Opportunities with the Command App
Edit the Details of an Opportunity with the Command App
Mark an Opportunity as Lost or Archive an Opportunity with the Command App
Command App: Teams
Switch Between Your Personal and Team Account on the Command App (Teams)
Claim a Lead Using the Command App (Teams)
Add a Team Lead or Contact in the Command App (Teams)
Edit a Team Lead or Contact in the Command App (Teams)
Access the Unassigned Lead Pool in the Command App (Teams)
Comments
1 comment
Good information thank you 3 Jan 2022 ramon cruz Roanoke va
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