Use Referral Loop on your phone

On a phone, Referral Loop opens in the Simple view: five tabs at the bottom, Home, Referrals, ＋, People and Activity.

• Home shows your pipeline, your next tasks and what closes soon.
• Referrals lists them by Open, Closing, Closed and Inactive.
• ＋ adds a referral, client, agent or task.
• People has your clients and your agents.
• Activity is everything logged, newest first.

Switch to the full version

1. Tap your picture at the top right and choose Full Desktop Version, or tap it at the bottom of Home.
2. To come back, tap your picture and choose Mobile View.

The choice is remembered on that phone only. To put Referral Loop on your home screen, see Add Referral Loop to your phone's home screen.