After logging into the mobile app, the home screen displays an activity feed of recent updates or changes to your accounts, contacts, or events.
In the top right corner is a circle with arrows - this button is used to sync the mobile app with the online version. Syncing the mobile application will pull content that has been added to the web environment to your mobile application. The PlayMaker app will generally perform a sync after initially logging in, and should be done at least once a day to ensure up to date content in the app.
From the home screen, a marketer can access their calendar to add, edit, or mark an event complete, their accounts to find an existing account or add a new one, and their referral information.
Under "More", users can find Contacts, Expenses, Stats, About, Settings, and Video Tutorials.
Understanding the Mobile App
Spark Mobile was created specifically to help marketers and sales reps manage their book of business while out in the field. In mobile you can easily view and manage your calendar appointments, enter your visit notes, upload expenses, and more. Because of the key differences in mobile’s design, it’s important to remember that the web and mobile applications are built to complement one another, not copy one another – learning the differences and the best practices for both is key.
In Mobile, for example, the Accounts and Contacts that sync are only those that are assigned to you – My Accounts in Web – because Mobile is focused on your book of business only. On the other side of that, though, are great mobile-only features like drag-and-drop calendar updates and voice-to-text integration that make managing your events a piece of cake!
Once you’ve seen how our applications work in concert together, you’ll be able to save both time and effort by streamlining your account management processes.
- Marketer Quick Start Guide: Moving to Mobile [videos]
- Marketer Next Steps: Doing More on Mobile [videos]
- Installing the Mobile App - iOS & Android
- iOS and Android Walkthroughs