Guides > Views & Customisation > Best Practices for Mobile Views
What you'll learn
This guide explains which OneLead views work best on mobile devices and how to navigate your customer list efficiently on smaller screens.
Why Mobile Views Matter
Mobile screens are smaller and designed for quick actions, not full-width data tables. Using the right view helps you:
- Move faster
- Avoid unnecessary scrolling
- Use thumb-friendly controls
- Access only the essentials when you’re on the go
Mobile challenges:
- Limited horizontal space
- Smaller text and tap targets
- Reduced visibility of large tables
- Vertical interactions preferred
Best Views for Mobile
1. List View (Recommended ⭐)
Why it’s best
- Fits narrow screens perfectly
- Shows only essential information
- Large cards = easy tapping
- Smooth vertical scrolling
- Fastest loading view on mobile
Best for
- Daily pipeline checks
- Quick lookups
- Busy days in the showroom
- One-handed use
Pro Tip: List View is mobile-optimised. If you’re unsure which view to use, choose List View.
2. Kanban View (Good 👍)
Important: This is only available via Mobile Browser, not the app. Avoid Table View on mobile unless absolutely necessary.
Why it works
- Great for visual pipeline management
- Drag-and-drop works naturally with touch
- Columns are swipeable horizontally
Best for
- Moving leads through stages
- Reviewing your pipeline quickly
- End-of-day updates
Mobile tips
- Swipe left/right to move between columns
- Tap and hold to drag cards
- Turn your phone horizontal to see more columns
3. Table View (Not Recommended ❌)
Important: This is only available via Mobile Browser, not the app. Avoid Table View on mobile unless absolutely necessary.
Why it’s difficult
- Too many columns for narrow screens
- Requires horizontal scrolling
- Hard to tap small cells
- Text becomes cramped
- Slower on older devices
When you might still use it
- Exporting a file
- Checking specific data that only appears in Table View
- No access to a laptop
If you must use Table View
- Turn phone sideways (landscape mode)
- Hide unnecessary columns
- Increase phone text size
- Use pinch-to-zoom for readability
Mobile-Optimised Features
Thumb-Friendly Navigation
Designed so most actions sit within comfortable reach:
Easy areas:
- Bottom half of the screen
- Large buttons
- Cards you can tap directly
- Swipe gestures
Hard-to-reach areas:
- Top-left and top-right corners
- Small icons or tiny text links
Quick Actions
Common actions appear directly on customer cards:
- Edit
- Change status
- Open record
How to use
- Scroll your list
- Tap the button you need
- Complete action
- Return to your list automatically
Pull-to-Refresh
Quickly get the latest data:
- Pull down from the top of the screen
- Release when the refresh icon appears
- View updates instantly
Swipe Gestures
In List View
- Swipe up/down to browse customers
- Pull down to refresh
In Kanban View
- Swipe left/right through columns
- Swipe up/down inside columns
Inside records
- Swipe right to go back
- Scroll vertically through details
Optimising Mobile Performance
Keep Your View Simple
Do
- Use List View as your main view
- Apply filters before scrolling
- Close other apps
- Keep unnecessary views hidden
Don’t
- Don’t load large datasets without filters
- Don’t rely on Table View on mobile
- Don’t multitask with many apps open
Use Mobile Features Fully
Use tools built into your phone:
- Camera for capturing documents/photos
- GPS/location for check-ins (if enabled)
- Phone dialer integration
- SMS/email integrations
- Push notifications
Reduce Data Usage
If you're on limited mobile data:
- Connect to Wi-Fi when possible
- Use List View (fastest loading)
- Avoid Table View
- Minimise constant refreshing
- Apply filters before loading
Mobile Workflow Best Practices
Morning Routine
Before your shift or on your way to the dealership:
- Open OneLead
- Switch to List View
- Review today’s follow-ups
- Check notifications
- Plan the first 2–3 actions for your day
During Customer Interactions
In the showroom
- Use Check-In to capture walk-ins
- Share your digital business card QR code
- Add notes immediately
- Update status after conversations
On test drives
- View customer details on the go
- Set follow-up reminders instantly
- Send post-drive messages before returning to the dealership
End of Day
- Open Kanban View
- Move all leads to the correct column
- Update statuses
- Set tomorrow’s follow-ups
- Clear all notifications
Text Size & Accessibility
Adjusting text size
iPhone (iOS)
Settings → Display & Brightness → Text Size
Android
Settings → Display → Font Size or Display Size
OneLead follows your device’s text size settings.
Dark Mode (if enabled)
Benefits
- Less eye strain
- Longer battery life
- Better for night shifts
Dark mode usually follows your device settings automatically.
Mobile View Comparison
Feature | List View | Kanban View | Table View |
Mobile-friendly | ⭐⭐⭐⭐⭐ | ⭐⭐⭐⭐ | ⭐ |
One-handed use | Easy | Easy | Difficult |
Scrolling | Vertical | Multi-directional | Multi-directional |
Load speed | ⚡ Fast | ⚡ Fast | 🐌 Slow |
Best for | Daily use | Pipeline | Desktop only |
When to Switch Devices
Use mobile for
- Quick updates
- Check-ins
- Moving cards
- Reviewing your day
- Anything time-sensitive
Use desktop for
- Reporting
- Bulk updates
- Complex filtering
- Deep analysis
- Configurations
- Exports
Pro Tip: Use mobile for speed and convenience, desktop for depth and detail.
Troubleshooting Mobile Views
Slow or laggy view
- Switch to List View
- Apply filters
- Close other apps
- Restart the app
- Check connection
Text too small
- Increase system text size
- Switch to List View
- Turn to landscape mode
- Pinch-zoom if needed
Buttons too hard to tap
- Avoid Table View
- Enable larger text
- Use List or Kanban View instead