An overview of the new Handle mobile application.
With Handle’s optimized app, you can stay on top of your data, calendars, suggestions, and tasks even when you’re on the go.
- New and improved navigation for inputting and accessing your data
- Map features for mapping customers and prospects
- Full desktop functionality
- Configurable views specific for smartphones and tablets
- Quickly load simple items, e.g., sales calls, leads, etc.
- Complete functionality for more complex processes, i.e., Paperless Deal Workflows
- Notifications, upload images and files, and much more…
Let’s take a look at some features!
Easy Navigation
Our app’s clean design makes it easy to retrieve, view, and input information.
“In and out” navigation helps you find your way back to the menu after entering any activity area. This means you’ll never get confused about where you’re at or get lost in different layers of the app.
If you click on something, simply click “back” to return to the previous page.
To perform any task on the page, use the contextual buttons at the bottom of the screen. For instance, the “+” button allows you to add new data quickly.
The layout is much more intuitive, but still has the ability to mirror Handle’s dashboard and list views from your desktop, so you’ll recognize a lot of the buttons and information displayed.
Keyword Searches
On top of the screen, a search bar allows you to input keyword searches using either people’s names or stock numbers. It’s easy to find and use, and the search results can be filtered according to different variables.
Once your keyword has been found, it’ll show you all the files and communications linked to the person or stock number you searched, and you can decide what the next steps are.
Notifications
In the lower left-hand corner of the screen, you can see your notifications.
Notifications are synchronized with your desktop app, so you have exactly the same notifications and automations available on your computer.
In the mobile app, your notifications come up in a card view that you can open and review, making it easy to view your data. If card views are not your thing, you can change this to a grid view in the app.
You can mass-review your notifications and unfollow any notifications that are outdated or don’t apply to you or your clients.
Refresh the app to see new notifications. And if you want to notify someone when a new notification arrives, you can set that up on the app.
Activity Area
In the activity area, you can see at a glance all your customer activity.
You could have over 50 customers assigned to you at different stages of the sales process, and you can access all that information from this screen, with the most recent updates for each customer or transaction showing up in your activity area.
Clickable Dashboard
When using your dashboard view, you can access the same graphs and information you have in your desktop dashboard.
Everything’s synchronized and clickable, so you don’t need to re-enter any information already in Handle, and you can also click on the graphs or numbers in your dashboard and retrieve information from the system.
Calendar and Maps
There are 3 different calendar views you can set up — schedule, day, and week.
Handle’s map view automatically shows you the location you’re in while mapping your assigned accounts.
Driving directions are built into your map, so you can select as many addresses as you want and get driving directions to them. Push them to Google Maps if that’s your preference.
Color coding and dynamic statuses that are in your desktop app are also visible in the app.
Favorite List (pinned) and Recent Searches
If you mark something as “pined,” it’ll show up on the left hand corner, where you can quickly access them. You might favorite:
- My Tasks
- My Calls
- My Customers lists
You will also have access to anything you have recently opened, making it easier for you to retrieve important information you’ve used recently.
Contextual Buttons
Contextual buttons allow you to easily manipulate the data in the app.
For instance, you can look for a specific account by clicking into the account area and then fill out the fields. You can also see activity or changes made to the records once you set them up.
You can make comments and add relationships to a record, or link quotes to pieces of inventory.
All of this process takes place in one single screen.
Once you finish setting up your new account, you click “save” and then “back” to return to the previous page.
Automated Suggestions
The Suggestions button — the one that looks like a lightning bolt — gives you automated suggestions on what you need to link an account to and allows you to do it quickly.
The suggestions area also shows you other linked files to that client’s account, so you can see everything that’s happened to that account.
Mobile-Specific Views
To make the app work smarter for you, we’ve included mobile-specific views that you can configure to avoid having too much information pop up on a screen at once.
If you have a tab in your desktop version of Handle with thousands of records on it, they’re not going to load fast on your phone because the connection will be slower than on your computer.
To help, we’ve adjusted the app so you can have separate mobile settings for the same view, helping you access the same list you would in your desktop app, but without having to wait for the data to load.
You can also change the way the information is displayed on your phone: card view or grid view, whatever works best for you!