When a change is made using your PC or mobile app, it is made to the database and it should be reflected almost immediately on other devices as well. If the information is not displayed correctly, refresh the mobile app or web page.
To refresh the page on the mobile app:
- Go to ‘menu’ tab and select ‘prospect’ or ‘customer’ tab
To refresh the web page on PC:
- Press ‘F5’ on keyboard or click on the ‘reload this page’ icon located on address bar
Posted in: CRM101