How Do I Navigate Engage on the Mobile App?

Get to know Engage within your JobNimbus account from a mobile device.

On this page:

• For iOS Devices
• For Android Devices

Apple (iOS)

Inbox Overview

When you open the Engage tab, you will see conversations that are Assigned to Me (you, the user), by default.

Swipe between the "quick filters" at the top to also see messages that are Unassigned, Assigned to Others, or Archived.

Click the blue square + pencil icon at the top right to compose a text.

Bulk Operations

Click Edit at the top left to make bulk changes to your inbox.

This will allow you to select specific messages and mark them as read, assign them to another team member, and archive multiple conversations at once. 

Hit "Done" when you are finished.

In-message Actions

Click the 3 dots in the upper-right corner of an open message to either assign or archive the conversation.

Press and hold a sent message to save it as a template.

Additionally, selecting the information (i) icon will direct you to a brief overview of the Contact.

 

From here, you can:

1. Change the Contact's Status 
2. Call the Contact using a number on their account
   1. Note: if the record has more than one phone numbers, you will be given the option to choose which number you want to call. 
3. Send an email
4. Navigate to the associated address
   
   1. Note: if you have multiple navigation apps installed on your device, such as Google Maps, Apple Maps, and/or Waze, you will have the opportunity to choose which app to use.
5. View the Contact's full page
   
   

Account Preferences

Click on your Profile Picture or Initials in the top right corner of your homepage, then select Engage.

   

Here, you can:

1. Review the default number from which messages are being sent
   1. Note: if you have purchased additional phone numbers, you will be able to make alternative selections through the "Default Number" tab.
2. Create and edit templated messages.
   1. Check out this article to learn more about text message templates.
      
      

Android

Inbox Overview

When you open the Engage tab, you will see conversations that are assigned to you, by default.

Select one of the "quick filters" at the top to also see messages that are unassigned, assigned to others, or archived.

Click the blue "New message" button to compose a text.

In-message Actions

Click the 3 dots in the upper-right corner of an open message to archive the conversation.

The "Assigned to me" button will allow you to assign this conversation to another team member.

Press and hold a sent message to save it as a template.

Profile Preferences

Click on the Profile tab in the bottom right corner and then select Engage.

 .  

Here, you can:

1. Review the default number from which messages are being sent
   1. Note: if you have purchased additional phone numbers, you will be able to make alternative selections through the "Default Number" tab.
2. Create and edit templated messages.
   1. Check out this article to learn more about text message templates.