Advanced
- How to Swap Between the BETA Test Candidate and the Current Production Build
- How to Remove Personal Contacts from the Mobile App
- How to edit an existing user's mobile phone number
- How to record face-to-face meetings
- How to select which CRM contact record to update when on conference calls
- How to select the primary person for calls with a phone number matching several CRM contacts
- How to use the 'Add to CRM' button