How easy can it be to view and edit your data on a phone? Try us and find out. We've put all your most important information where you can get to it easiest, and we've got a robust History that let's you get back to it when you need to.
When you're looking at a Company or Person, it's just one tap to edit your data, dial a phone number, send an email, create a new Touch, and view employees or employer. It's just two taps to see all completed Touches, all incomplete Touches, or switch to any of your custom field groups.
When you're looking at a Touch, it's just one tap to edit your data, see all regarding Company phones or emails, create a new Touch for the same regarding company, or view the regarding Company's details. With just two taps, you can access the phone numbers and emails of all Touch participants, create a new Touch with any participant, view any participant's details, see all completed Touches for the regarding Company, see all incomplete Touches for the regarding Company, see the Employees of the regarding Company, create a new Employee for the regarding Company, or switch to any of the custom field groups for the regarding Company.
We've made it easy to master all the shortcuts in EquityTouch© Mobile. They're right under your fingertips.
Pipelining prospects and contacts is your business. Entering and editing them shouldn't take all your time. Your company and person views have been designed to be used. Every company and person view has one-tap editing and a common-sense layout that's friendly to the fattest of fingers. If this is your first mobile app, prepare to be spoiled.
Here are some Pro-Tips for saving time while viewing and editing Companies and People.
From the top icon bar in every Company or Person view, you can:
From the context menu of every Company or Person view, you can:
We're not just going mobile. We're bringing a powerful new tool to your EquityTouch© workflow. Your editing permissions for Touches, as well as all your Touch custom fields, follow you to your phone and tablet. We've automated full Follow-Up Touch creation for your callback and scheduling workflow, in every New Touch or Touch edit. Full Microsoft Exchange© integration is baked right in. As always!
Here are some Pro-Tips for saving time while viewing and editing Touches.
Touches have quick-access button bars for:
As always, these buttons will let you:
The context menu of every Touch is based around the data for the regarding Company. The Touch context menu lets you:
Don't stop! You're almost an Expert with EquityTouch© Mobile.