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.