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      Basic Navigation in the ShareBuilder App for CRM

      Revolutionize your productivity with our mobile app, harnessing the incredible power and versatility of ShareBuilder CRM!

      Accessing the Primary Navigation

      By default on a mobile device, the primary menu is hidden. You can access the primary menu by selecting the highlighted icon in the screenshot below. This icon is commonly referred to as the "hamburger menu."

      Primary Navigation

      The screenshot below is a familiar view for ShareBuilder CRM users. Access all primary navigation pages here. Hide the primary menu with the highlighted hamburger icon.

       

      **Important Notice:** While you can access most functions on your mobile device just like on your desktop or tablet, please note that there are certain features unavailable in the Mobile app due to screen size limitations. These include:

      • Sales Funnel
      • Export/Reports

      We welcome any feedback you have, click on your chat icon and let us know. We are always working to improve our resources for you.