1. Notifications (First option on the bottom menu, far left)

Available features:

- View real-time alerts for messages, emails, appointments, calls, forms, and automations.

- Tap a notification to go directly to the related event.

- Filter notifications by type (like messages, calls, emails).

- Filter by status (read or unread).

- Mark notifications as read.

Side buttons (right-hand side):

- Top button: Make a call.

- Bottom button: Quick access to actions such as:

* Send an email or text message

* Add a new contact

* Scan a business card

* Book an appointment

* Request a review

* Create a new opportunity

* Generate a new invoice or estimate

Tip: Check this section regularly to stay updated and avoid missing important opportunities.

2. Conversations

Overview:
This is where all incoming and outgoing messages from connected channels are centralized: SMS, WhatsApp, Instagram, Facebook Messenger, email, and more.

Tabs at the top:

- All Conversations: Shows all visible messages or those assigned to the team.

- My Inbox: Displays only messages assigned to the logged-in user.

- Internal Chat: Shows internal messages between team members, without client involvement.

Key features:

- Reply directly within the chat.

- View the full message history per contact.

- Use quick reply templates.

- Add internal notes or tasks within the conversation.

Side buttons (right-hand side):

- Top button: Create and send a new message or email.

- Bottom button: Access the same quick actions as in the notifications section.

3. Point of Sale / Invoicing

Bottom menu with three sections:

Create invoices or estimates:

- Keypad: Create a new product from scratch.

- Catalog: Choose from previously created products.

View invoices:

- Filter by status (draft, sent, overdue, partially paid, paid).

- Filter by date.

- Edit invoices that are still open.

Transaction history:

- View all completed transactions.

Tip: This section is ideal for quick sales, events, or direct payments without needing the website.

4. Calendar

Main features:

- View and manage your own appointments or your team’s.

- Confirm, reschedule, or cancel meetings.

- Switch between monthly, weekly, or list views.

Available filters:

- Filter by user, calendar type, or group.

Helpful buttons:

- Create a new meeting or block time.

- Access the previously mentioned quick actions.

Tip: Manage your schedule directly from the app without relying on external tools.

5. Contacts

Available features:

- Search for contacts by name, email, or phone number.

- View the full contact profile including details and activity.

Actions within the contact profile:

- View and edit tags.

- Assign the contact to a team member.

- Make calls, send emails or messages.

- Schedule meetings.

- Generate or review invoices and payments.

Contact profile tabs:

- Details

- Tasks

- Notes

- Appointments

- Transactions

- Files

Helpful buttons:

- Add a new contact or scan a business card.

- Access quick actions like in the other sections.

General Recommendation

Regularly exploring and using these five sections will give you full control over your communications, sales, calendar, and contact database from your mobile device. This tool is essential to respond on time, stay organized, and close more deals.