Working with the app

  1. Edit — the field is displayed in the card; the employee can view and modify its content:

  1. View — the employee can see the field data but cannot edit it:

  1. Hide — the field is not displayed in the lead card for the selected manager:

  1. Call — the field is displayed in the card, and the phone number is visible. By clicking on the number, the manager can call the client directly from the lead. Number editing is disabled: