Settings
Connection, display, notifications, profile and export
Database connection
Every lead lives in this app now
SourceBuilt in cloud database
Records0
Last syncNot synced yet
Display preferences
Columns shown in the organisations table
Notifications
Three steps to reliable walkthrough and overdue reminders
1
Allow notifications on this device
Your phone or browser asks once. Reminders then arrive like any other app alert, even when the tab is closed on an installed app.
Permission not asked yet
2
Walkthrough reminders
We alert you before each scheduled walkthrough so you can join on time.
3
Daily overdue digest
One summary each day counting overdue calls and overdue follow up emails.
Install the app on your phone first so reminders keep arriving when the browser is closed.
User profile
Shown in the top bar
Data export
Download the full tracker as CSV