Navigating NexJ CRM using your phone

Navigate NexJ CRM on your phone using standard touchscreen interactions such as touching and swiping.

Selecting workspaces and pages

You can access the Contacts workspace that provides an overview of the personal details, activities, and accounts for your contacts, or the Conversations workspace that provides an overview of your conversations with other users.

Navigate between workspaces using the Workspace Selector . To select a workspace, touch the Workspace Selector , then touch the name of the workspace to navigate to.

Some workspaces contain pages that categorize information in the workspace. Navigate between pages using the page buttons at the top of a workspace. To select a page, touch the button for that page. For example, in the Contacts workspace, touch the Profile button to navigate to the selected contact's profile page.

Displaying and scrolling lists

Some workspaces contain lists that you interact with to choose what information to display. For example, the Contacts workspace displays a list of your contacts.

Scroll lists using vertical swipe gestures. To scroll down in a list, swipe up within the list area. To scroll up in a list, swipe down within the list area. When you reach the bottom of a list, and if additional list items are available, the More button displays. To view the additional items, touch the More button, then continue to scroll down.