RocketSales works by synchronizing your critical sales records to your iPhone or iPad. This allows you to access these records offline, and to quickly search and browse through those records.
By default RocketSales downloads the most recently edited 1000 records of each record type: Contacts, Accounts, Leads and Opportunities.
Downloading more than 1000 records
If you have RocketSales Pro (or a higher license), you can configure the app to download more than 1000 records. Just follow these steps:
- Go to the Settings tab
- Select Sync Settings
- Select the record type
- On the "Max Records" line, set the number of records to sync
- Tap "Re-sync records" to download your records again
It is possible to synchronize up to 10,000 records per record type. Note, however, that storing more records can slow down the performance of the app. An iPhone 5 or greater can process around 8000 total records (across all record types) while still showing good performance. With an iPhone 4 you should try to limit your storage to 5000 or fewer total records.