Offline features
| Android | iOS |
| 1. Lead list view (Lead name along with lead stage, engagement score, quality score, last activity and lead age) | ü | x |
| a. View starred and all leads in two separate tabs | ü | x |
| b. Star leads from lead list (user cannot star lead from filtered list) | ü | x |
| c. Swipe lead card to call & SMS | ü | x |
| d. Tap on lead avatar to select leads. Following actions are supported for single selection | ü | x |
| i. Call lead | ü | x |
| ii. Add activity | ü | x |
| iii. Add task | ü | x |
| iv. Send SMS | ü | x |
| e. Actions supported for multi selection | ü | x |
| i. Change lead owner | ü | x |
| ii. Change lead stage | ü | x |
| iii. Send SMS | ü | x |
| f. Add lead | ü | x |
| g. Sort leads in ascending or descending order based on selection | ü | x |
| h. Search lead (By first and last name only) | ü | x |
| i. Filter leads | ü | x |
| 2. Add notable activity (Lead list & lead details) | ü | x |
| 3. Add notable activity with attachments (Lead list & lead details) | ü | x |
| 4. Track location of notable activity (Lead list & lead details) | ü | x |
| 5. Auto – track SMS activities (provided setting is enabled) | | |
| 6. Auto – track calls activities (provided setting is enabled) | ü | x |
| 7. Track & capture call recordings (provided setting is enabled) | ü | x |
| a. Play recording | ü | x |
| 8. View tasks offline (User can view all the pending and overdue tasks offline based on the settings. If user has completed or cancelled a task offline, then that will also be visible to user unless the task is synced) | ü | x |
| 9. Actions on tasks (via Leads Details & Task list) | | |
| a. FAB – Add tasks (User cannot add tasks with invite enabled in offline mode) | | |
| b. Edit task | | |
| c. Mark Complete | | |
| d. Open completed task | | |
| e. Cancel task | | |
| f. Add activity | | |
| g. Call lead | | |
| 10. Task – Activity completion (if enabled from the web) | ü | x |
| 11. Update lead location – vCard & More option top right (Location will be fetched via the detect icon, lat – long will be fetched but the ‘search input’ will function as normal text box even while adding/editing leads) | ü | x |
| 12. Activities List (Activities will be fetched for the leads fetched offline) | ü | x |
| a. View all activities tab – for a single type of activity | ü | x |
| b. Activity cards (With lead name, notes related to the activity, activity added on date & time,) | | |
| c. Ability to switch to another activity type – Via drop down | ü | x |
| d. FAB to add activity & add lead | ü | x |
| e. Access lead details via lead icon on card | ü | x |
| f. View activity details (Lead name, stage, activity added on time, notes related to the activity) | ü | x |
| g. Tap on lead avatar to select activities. Following actions are supported for single selection | ü | x |
| a. Call lead | ü | x |
| b. Send SMS to lead | ü | x |
| 13. All settings (except feedback) | ü | x |
| 14. SMS Templates | ü | x |
| a. Create & edit SMS templates | ü | x |
| b. Add mail merge fields | ü | x |
| c. Use the template in an SMS | ü | x |
| d. Delete templates | ü | x |
| 15. Set your home screen | ü | x |
| 16. Check in – Check out | x | x |
