How to use the mobile app for SalesFlowIQ to Record
To Download the Mobile App visit here:
1. Once the application is downloaded to your phone, tap the icon and open the application.
2. The first screen you will see is the Appointments screen. This is where appointments you've set from your CRM will appear.
3. At the bottom Tap the Record icon.
4. The Record screen will look like this:
5. Tap the pencil to set a title of the recording. If you clicked record from an Appointment record, the title will be auto populated to the title of your appointment.
