Navigation

menuIconClearView CRM Mobile gets you started on My Homepage.  Right away you'll find commonly used features including Search, Phone CallLocate, Actions, Opportunities, and Notifications.   

From there, use the main menu to go anywhere in ClearView CRM Mobile, including returning to My Homepage.  The main menu is also where you can get organization-level summary information from the Organization Dashboard, and where you find Help and Log Out.

home-main

Navigating the ClearView CRM Mobile Homepage

  1. Open ClearView CRM Mobile.
    • My Homepage displays.
  2. From My Homepage, tap any item to access the feature.

When you navigate away from the homepage, you can quickly return by selecting My Homepage from the main menu.

Getting to the ClearView CRM Mobile main menu

  1. Open ClearView CRM Mobile.
    • My Homepage displays.
  2. Towards the top-right of the screen, tap the main menu iconmenuIcon
    • The main menu displays.
  3. Tap any item on the main menu to access the feature.

Get to the ClearView CRM Mobile main menu by tapping the main menu icon in the top-right corner of most screens.

Logging out of ClearView CRM Mobile

  1. Towards the top-right of most screens in ClearView CRM Mobile, tap the main menu iconmenuIcon
    • The main menu displays.
  2. Tap Log Out.
 

 

 


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