Take ActiveIQ with you. The iPhone app puts your tasks, pipeline, contacts, and Scout in your pocket, so you can prep for a meeting on the way in, capture notes on the way out, and keep deals moving between desk time.

The app has six screens: Today, Pipeline, Scout, People, Tasks, and Menu. This guide walks through each one and points out a few things to know before you get started.

Getting Started

Download the app here: [Add download and sign-in steps here.]

Today

Today is the home tab and your daily snapshot. In one view, you see today's tasks, recent activity, and your sales pipeline, so you know what needs attention before you open anything else.

Pipeline

The Pipeline screen groups your deals by stage. You can view deals assigned to you or all deals, and add a new deal at any time.

Open any deal to expand it to full screen. From there, you can:

Edit the deal.
Update notes.
Move the deal through the pipeline stages.

The Pipeline screen shows only active deals. Potential and hold deals do not appear in the app.

Scout

Scout is your AI sales agent that travels with you. You can ask Scout for:

Account and contact activity.
Deal status.
Industry events, including M&A moves, capex announcements, rig counts, and regulatory filings (EnergyIQ).
Contacts from the Energy Directory.
And more.

Before and after your meeting

Ask Scout for company details as you head to the site for your meeting. Afterward, use talk-to-type to dictate your meeting notes, then ask Scout to log them under the account and contact names.

People

The People screen holds your contacts and accounts. Search, favourites, and an A to Z index help you find the right person quickly.

Contact details

One-tap calls, emails, texts, and directions.
Add notes with talk-to-text, or log a call.
A summary of recent activity, open deals, and tasks, shown beneath the contact details.

Account details

Account stats and quick actions.
Key contacts, including your favourite contacts.
Open deals.

You can add new contacts and accounts in the app, but you cannot edit their details.

Tasks

The Tasks screen is a single place to see every task across your accounts. It is organized, searchable, and easy to act on one at a time or in bulk. Tasks are sorted into tabs by date so you always know what needs attention first:

Overdue
Today
This Week
Later
No Date
Done

Swipe a task to reschedule it or mark it complete. You can also add new tasks from this screen.

Good to Know

Email tracking: Emailing a contact directly from the app is not tracked. The Outlook tracking add-on isn't available in Outlook mobile.
Pipeline view: Only active deals are shown. Potential and hold deals do not appear.
Contacts and accounts: You can add new records, but you cannot edit existing details.
Sales documents: You can view the documents you have sent, but you cannot upload new ones. The app does not show the trackable link or results.

How We Suggest You Use It

Start your day on the Today screen to see your tasks, recent activity, and pipeline at a glance, then work through your Overdue and Today tabs on the Tasks screen. Now you have your CRM and AI Energy Agent in your pocket.

Before a meeting, ask Scout for company details and recent industry events, so you walk in prepared. After the meeting, dictate your notes with talk-to-type and ask Scout to log them under the right account and contacts while the conversation is still fresh.

Use the People screen for quick action in the field. One tap gets you to a call, text, email, or directions, and you can log the call or add a note right away.

Keep deals moving from the Pipeline screen by updating notes and stages as things change. For email you want tracked, send from Outlook on your computer so your tracking stays intact.

Need Help?

If you have any questions or need additional details about the ActiveIQ mobile app, please get in touch with us at support@activeiq.co or reach out directly to your account manager.