How Sync Works
Automatic Background Sync The app automatically syncs data in the background without you needing to do anything:
When you open the app: Fresh data loads from the server
When you return to the app: Data refreshes if you've been away
When you reconnect to internet: Pending changes upload automatically
Every 20 minutes: Cached data is considered stale and refreshes
What Gets Synced
Interactions & Activity
Pitches, knocks, and customer contacts
Dispositions and outcomes
Notes and comments
Contact history
Stats & Performance
Daily and weekly metrics
Leaderboard rankings
Team performance data
Personal goals and progress
Accounts & Leads
Customer information
Account statuses and stages
Workflow progress
Appointments and events
Settings & Preferences
Map preferences (satellite vs standard)
Notification settings
Custom configurations
User profile updates
Cache Duration (How Long Data Stays Fresh)
Different types of data refresh at different intervals:
Frequently Refreshed (15-20 minutes)
Account statuses
Active stats and metrics
Email lists
Disposition lists
Moderately Refreshed (1-2 hours)
Competition leaderboards
Calendar events
Workflow data
Team assignments
Infrequently Refreshed (24 hours+)
Company settings
User roles and permissions
Intercom help articles
Company lists
Location Data (Special Handling)
Cached for up to 7 days
Automatically expires old data
Stores up to 150 geographic sectors
Refreshes when you visit an area
When Data Syncs
Automatic Triggers
App Launch: All data refreshes when you open the app
Return from Background: Data refreshes if stale (older than 20 minutes)
Network Reconnection: Queued changes upload immediately
Screen Focus: Some screens refresh when you navigate to them
Manual Refresh Pull-to-refresh works on most list screens:
Pull down on any list to force a refresh
Stats dashboard refreshes on pull-down
Leaderboard updates on pull-down
Team lists refresh on pull-down
Understanding Sync Status
Data Freshness Indicators
Recently synced: Data is current (less than 20 minutes old)
Stale data: Older than 20 minutes, will refresh on next opportunity
Cached only: No internet, showing offline data
Syncing: Upload or download in progress
When Stats Seem Wrong If your stats don't match what you expect:
Pull to refresh: Force a data refresh on the stats screen
Check internet: Ensure you have a connection
Wait for sync: Recent activity may take a few minutes to process
Check timestamp: Look when data was last updated