The JetbuiltGO iPhone and iPad app now supports the Funnel platform!
Log in to the JetbuiltGO app, where you can access both Install and Funnel platforms as long as you have those subscriptions active. (If you have both, the Install platform will pull up by default.)
For JetbuiltGO iPhone app you can switch to the Funnel view simply click on the Install header at the top left of the screen. Then click 'Funnel'.
From the Funnel page you can view your list of Opportunities along with Client info. You can also create leads from this page.
You can filter the opportunity list by sales stage, lead source, category and rep by click on the settings icon to the right of the Funnel header.
This will pull up a window that allows you to filter the opportunity list.
To add a new lead just click the '+Lead' button and fill in all the necessary information.
You can view the client information by clicking on the opportunity. You can access the Timeline from this page by click on the Timeline header.
The JetbuiltGO iPad app functions the same way, but is formatted a little differently with the navigation between Install and Funnel located on the left hand side of the page.
Please let us know if you have any questions!
Project management, Jetbuilt app, Jetbuilt mobile.