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Mobile Relationships

Salestracker Mobile features a lot of functionality around relationships. We recommend you read and digest the documentation around relationships on the regular desktop version of Salestracker, as it will assist your understanding of relationships in general.

Viewing Relationships

Relationships can be accessed by tapping the “Relationships” item in the menu or by tapping the “Relations” button on the dashboard.

Salestracker Mobile Relationships Button

Mobile Relationships 02

The relationships panel shows a list of all your relationships. You can click on any of the records listed to be taken through to the full record. Records with relationships are highlighted with a blue relationship icon (which would be all of them in this case), and records with leads are highlighted with a red leads icon.

Salestracker Mobile Relationships List

If you wish to filter down the relationships shown, tap the “Filter relationships” button. Select the filters you wish to apply and then tap “Filter“. If you wish to view all records, tap “Reset“. To cancel filtering, tap the “Cancel” button.

Salestracker Mobile Relationships Filtering

You can tap “Map View” on the main relationships panel to bring up a map of relationships that are in your area.

Salestracker Mobile Relationships Map View

Please refer to the article on maps for further details on how to use the maps.

Editing Relationships

Find the record you wish to add or change the relationship on. There will be a relationship icon on the record that looks like three people stood together.

Mobile Relationships 06

Tap on this to open the relationships tab on the record. By default, all of the information will be set to “N/A” but you might already have some relationship information associated with the record.

Salestracker Mobile Relationships Overview

To edit the relationship information on this record, tap the “Edit” button.

Tapping the edit button will make all the fields editable. Change them to what you require and then tap the “Save” button at the bottom to save the changes. Alternatively, you can tap the “Cancel” button to cancel editing the record.

Salestracker Mobile Relationships Edit

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