Tier1 Mobile Now home screen helps you navigate to your recently viewed data or your upcoming activities. Tap on the home page and you will see 4 tiles.
Tap on a recent account, conact, deal or call report and view or edit it. Recently visited will be updated as you use the app and visit new accounts, contacts, deals or call reports.
View your upcoming meetings for today or tomorrow. Tap on a meeting to view details such as the location or attendees. These are the meetings logged through Tier1 for Outlook or through any exchange sync tool.
View your outstanding tasks for today or tomorrow or overdue tasks. Tap on a task to complete it or update it.
View draft call reports last 7 days. Tap on it to fill in the details and complete it.
Each tile displays maximum 10 records, you can either tap refresh icon to refresh the list or tap view all to go to list grid and view more data. See grid below for the complete logic of what data displays.
TILE | WHAT DISPLAYS? |
|---|---|
Recently Visited | Recent accounts, contacts, call reports and deals that you have viewed in the mobile app, displaying most recent first. |
Upcoming Meetings | Meetings for today and tomorrow, displaying your next meeting first. |
Action Items | Outstanding tasks due today or tomorrow or any overdue tasks last 7 days, displaying tasks due soon first. |
Draft Call Reports | Call reports in draft last 7 days, displaying most recent first. |