Command App

Command App: General Information

• Command Desktop Applets/Features vs. Command App Applets/Features
• Get Started with the Command App
• Download and Log In to the Command App
• Customize Your Command App Homepage
• Access and Share Your Digital Business Card in the Command App

Command App: Notifications

• View and Manage In-App Notifications on the Command App

Command App: Contacts

• Import Phone Contacts into Command Using the Command App
• 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 an Activity to a Lead or Contact in the Command App
• Add a Note to a Lead or Contact in the Command App

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Command App: Opportunties

• 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/Manage an Opportunity with the Command App
• Mark an Opportunity as Lost or Archive an Opportunity with the Command App

Command App: Tasks

• Create Tasks Using the Command App
• Manage Tasks Using the Command App
• Create a Task from a Notification In the Command App

Command App: Teams

• Send Leads to Lead Routing Using the Command App (Teams - Rainmaker Only)
• Send Leads to the Unassigned Lead Pool Using the Command App (Teams)
• Send Personal Contacts to Your Team Command Account Using the Command App (Teams)
• Switch Between Your Personal and Team Account on the Command App (Teams)
• Claim a Lead Using the Command App (Teams)
• Import Phone Contacts into Your Team Command Account Using the Command App (Teams)

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