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How To Switch Between Pipelines/Campaigns Via The Mobile App

Do you have multiple Campaigns and/or Pipelines?

Before capturing a lead, make sure to switch to the correct campaign and/or pipeline before submitting your lead.

There are a few ways to do this:

  1. Click 'Your Name' above.
  2. Click the '3 Lines' in the top right-hand corner
  • Click 'Change' to switch between Pipeline(s).

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     3. Click the 'Camera Icon' to submit a Lead.

  • Click the 'Pipeline' button to switch between pipeline(s).

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