How to work accounts, deals and tasks on your phone

In this lesson

1. 1Open Accounts, open an account and scroll its Overview, Activity, Users and Deals tabs; create one with Account Name and Domain if needed.
2. 2Open Deals, change one deal's Deal stage, and confirm it moved in the web console.
3. 3Go account to user and user back to account using the linked records (user tabs: Overview, Activity, Tasks, Emails).
4. 4Create a task with Task title, Associated with user and the Deal it belongs to, then find it in Tasks still linked.

Setup checklist

The 19 steps to run your workspace from your phone, from signing in to replying to a customer. Tick them off as you go; your ticks stay in this browser.

0 of 19 ticked

1. 1.Sign in or sign up with Continue with Google, Continue with Apple, or your work email and the 6-digit code (expires in 5 minutes). Use the same account as the console.
2. 2.If your organization requires it, enter your authenticator code on Two-Factor Authentication and tap Verify.
3. 3.Run onboarding once: swipe the walkthrough (Continue, Skip, Let's Go), choose Enable Notifications or Not now on Stay in the loop, enter your domain and tap Create workspace, then tap Let's get started! on your brand intel.
4. 4.On Home, switch between the Sales, Marketing and Analytics product tabs.
5. 5.Read the bottom tab bar: Home plus up to three pinned sections (Users, Accounts, Deals by default) and the ••• button that opens the full 11-section menu.
6. 6.From •••, tap the eye icon to pin or unpin sections (three at most), then check the bar changed.
7. 7.Open Accounts, open an account and scroll its Overview, Activity, Users and Deals tabs; create one with Account Name and Domain if needed.
8. 8.Open Deals, change one deal's Deal stage, and confirm it moved in the web console.
9. 9.Go account to user and user back to account using the linked records (user tabs: Overview, Activity, Tasks, Emails).
10. 10.Create a task with Task title, Associated with user and the Deal it belongs to, then find it in Tasks still linked.
11. 11.On Meetings tap +, then Record Meeting; allow the microphone, use Pause and Resume, then tap End call and confirm End meeting.
12. 12.For a call on a link, tap +, then Capture Meeting, paste a Google Meet, Zoom or Teams link, and tap Start Capturing.
13. 13.For a file you already have, tap +, then Upload Audio, pick an MP3, WAV, M4A, OGG or FLAC up to 500 MB, and tap Upload & Transcribe.
14. 14.With Analytics selected on Home, open the dashboard selector and check Traffic, Revenue and Engagement.
15. 15.From •••, open Dashboards and a saved dashboard, then Reports, and compare one chart to the console.
16. 16.From •••, open Journeys, change the view selector or filter, and open one to its status, Overview and Analytics tabs.
17. 17.From •••, open Experiences, open one, use the footer Start, Pause, Resume or Stop button and confirm, then check the same status in the console.
18. 18.Under Users open a contact, go to the Emails tab, open a thread, tap Reply with Blu, edit the draft, and tap Send Reply.
19. 19.Open Settings and set Appearance, Language & Region and Notifications (Scheduled meetings, Auto-detected meetings, Meeting reminder).

Your tech stack and tools

The core stack (everything you actually need)

• Intempt mobile app (iOS and Android, waitlist) (This is the app itself. It is in App Store review, so join the waitlist to get it first)

Highly recommended optional upgrades that level up your work

• Mobile Settings & Customization (This is how you pick your tabs and switch workspaces)
• Viewing Experiences on Mobile (This is what each button does before you press it)
• Email Drafting & Reply Generation with Blu (This is how Blu writes your replies. Connect Gmail first)
• Setting Up Call Recording (This is how you choose when the notetaker joins your calls)

The app signs in to your existing workspace. Join the waitlist to get it the day it lands.