Mobile App Overview

This article provides guidance on accessing your account and navigating the app's key features, including lead and deal management, voice recording, AI insights, and the BI dashboard.

• Sign in using the credentials you used when accepting your email invite

• Click your profile picture at the top right to access account settings and update your password.

• Review active leads, open deals, and pipeline

• To record, click Enable Mic & Location.

• After uploading recordings, click appointment cards to view AI insights

• Click the top RealSynch logo to view your BI dashboard.