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  1. From the Login screen, there are two ways to access the Partner section in the mobile application.

    • Option 1

      1. Select Partners from the main menu bar.

      2. Click the Menu icon.

      3. Select Partners.

    • Option 2

      1. Select Partners from the menu bar at the bottom of your mobile screen.

  2. There are two options for you to select your Partner.

    • Option 1: Use the Search function.

      1. Search by Partner name.

    • Option 2: Open the lead from the Partner pipeline view.

      1. Open the section with your Partner.

      2. Select your Partner.

  3. The Partner Lead Details screen opens.

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  4. Click Associated Applications.

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  5. All of the applications associated with this Partner will appear.

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Info

You can email, call, text, and add a note from the Partner Detail screen for any associated applications.

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