Getting around the iPhone app
Five tabs along the bottom: Overview, Tasks, Listings, Buyers and the Clearly assistant. Everything else is in the menu.
Where to find it
The tab bar along the bottom of the app, and the menu button at the top
How to use it
- 1Overview shows your pipeline and what is due this week.
- 2Tasks, Listings and Buyers work like they do on the web. Open a listing or buyer to see its steps, messages, documents and offers.
- 3Press the menu button at the top for Deals, CRM, Chat, Leads, Activity, Open houses, Market, Documents, Team, Settings and Support.
- 4Open houses has a sign in screen you can hand to visitors at the door.
Good to know
- Some setup, such as the bio editor and Sites, is on the web only.
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