Using The Mobile App: Contacts

Modified on Mon, 27 Feb 2023 at 03:35 PM

Using the Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone. You can toggle between the various available features/sections using the icons at the bottom of the app.

Click on the Contacts icon.


 Check out these pro tips for navigating through the Contacts section: 

  • Click on any contact record to view their information. You will be able to view 4 tabs - Contact, Notes, Task, and Appointment. Click through each to view their general information, time zone, any assigned Campaigns/Workflows, tags, notes, appointments that are scheduled or completed, and more.

  • Use the magnifying glass search icon at the top right to find a specific Contact record.
  • Click the + icon in the bottom right to create a new contact, adding any of the information you have to build their record.


Take advantage of the mobile app today so you can conveniently use your system on the go from virtually anywhere.

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