Overview
The Home Screen is the first page you will see after successfully logging into to Flywheel Mobile. The main focus of the screen is to display notifications for Accounts that might require followup. The screen also provides quick access to Accounts, Leads, Contacts, and Maps so that you can operate more efficiently and with less effort.
In the next section, you will find a breakdown the functionality and fields available on the screen.
Screen Functions/Fields
Please use the Home Screen image below, along with the reference table underneath it, to identify the location, description, and related articles for key functions and information on the Home Screen.
| Function/Field | Descriptions | Related Articles |
| Account Record | Clicking on the Account Record link will send you to the CRM record for the displayed Notification, where you'll then be able to see full Account details and related records.. |
|
| Notification Name | Displays the name of the Notification Type. Selecting it will direct you to the Notification Details Screen where you can view a detailed description of the notification being received, as well as the ability to quickly call, email, get directions, or setup a meeting for the selected Account. |
|
| Notification Date | Displays the date the notification was created | |
| View Dashboard (icon of chart) | Opens the Account Dashboards Screen for the current notification | |
Search | Opens Search of Contacts, Leads, and Accounts |
|
Calendar | Opening this view will provide a list of all current/planned activities - calls, meetings, and tasks | |
Home | Opens home screen of app. | |
| Phone Book | Provides a list of all Contacts and Leads that have an Account that is currently associated with your User. |
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In the next article, we will dive into the Notification Details Screen.
If you can't find what you're looking for on the Knowledgebase, please feel free to submit a ticket.
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