Using the App Drawer, Search and Notifications

Tour the app

Everything lives in one of five places

Click a tab to see what each part of the app does.

The bell at the top right

Tap the bell to see your alerts. Use the first dropdown to pick the location, and most of you will only have one. Then filter by type and by status.

Types: conversations, appointments, tasks, reputation, or a custom notification
Status: all, read, or unread

Profile, security and app settings

Open Settings to edit your first name, last name, email, and phone number. Security is where you change your password.

App settings: switch between light and dark mode, and choose your language
Also here: payment settings, inbound call settings, and additional resources
Additional resources: diagnose notifications, support and diagnostics, and licensing
Your app version sits under Log out

Your day at a glance

Home shows your name and a refresh button, then your tasks, your last 30 days of pipeline value, your unread messages, and today's appointments.

Your pinned apps and quick actions sit below the cards
The Ask AI button is here too

Four shortcuts at the bottom

Tap Conversations to read and reply, Search to look across your apps, or Calendar to see your schedule.

The nine dots open the App Drawer

A toolbox with four drawers

The nine dots show every app sorted by category: Insights and Productivity, Communications, Sales and Operations, and Marketing and Growth.

Once you know the drawer, you find the tool fast

Pin and search

Set up your pinned apps, then search

Do these on your phone while you watch.

1

Open Edit

On Home, open Pinned Apps and tap Edit. You will see the four apps that are pinned right now.

2

Pick your four

You can only pin four. Search for an app, or check and uncheck boxes. Good starters are Tasks, Calendar, Conversations, and Contacts.

3

Reorder

Drag your pinned apps into the order you want, then close the window. Your four apps now sit on Home.

4

Use Universal Search

Tap Search. It looks across all of your apps at once, so one search finds the contact, their conversations, and their opportunities.

5

Search a small piece

Only remember the last four digits of a phone number or one word from a message? Type that. A small piece is often enough.

Key terms

Definitions

Tap any term to expand it.

The nine-dot grid that holds every app, sorted into four groups.

Up to four apps on Home that you can reorder.

One search bar that looks across all of your apps at once.

The bell at the top right that lists your alerts, with filters for type and status.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Open Pinned Apps, tap Edit, and choose your four apps.

Search for one of your own contacts using only the last four digits of their phone number.

Tap the bell, filter to unread, and clear what you find.

⚡ Tips

Pin the apps you use on the go, then use search for everything else.
Search before you scroll. If you scroll twice, search once.
Check Settings once to find your app version and your light or dark mode choice.
What you see in the App Drawer can vary by account and app version, so go by your screen.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

How many apps can you pin to Home?

Where do you find your app version?

Universal Search looks across all of your ____ at once.

The nine dots at the bottom open the App ____.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🧰 Sort my modules into drawers

You are a mobile app organizer helping me learn where things live in the App Drawer. My context: - [the five modules I use most] - [the two modules I can never find] - [my job] Give me: - Which of the four groups each module most likely sits in - A simple question I can ask to find any module fast - A pinned-four list from my five Remind me that modules vary by account and app version. Finish by asking me: "Which module do you want me to help you hunt for next?"

🔍 Plan my search habits

You are a quick-search coach helping me find people and messages fast on my phone. My context: - [what I usually remember about a customer, such as a nickname or part of a number] - [how often I scroll to find someone] - [my business type] Give me: - Five things I can type into universal search and what each finds - A rule for when to search instead of scroll - A 20-word reminder to put in my notes Use plain words and short sentences. Finish by asking me: "What do you usually remember when you are looking for a customer?"