Add new or view existing Engagements from the TermSheet mobile app, available on iOS.
Engagements logged from mobile make it easy to log notes on interactions while teams are on-the-go.
🔒 Permissions
Admin and Standard Roles have access to contacts and companies by default.
Any user who has access to contacts and companies can log an engagement
💡 Things to Consider
The TermSheet mobile app is only available on iOS devices at this time.
⚙️ Steps
- Navigate to any contact on the mobile device.
- Tap the + icon
- Tap the type of Engagement to log from the list of options that appear.
- Tap any field to access the options for that field.
- Tap the description field to enter notes about the engagement.
- Tap save
