Doc Summary
Managing contacts efficiently is crucial to maintaining a smooth workflow. The Contacts module on the mobile app provides a seamless experience by centralizing all your essential contact information and actions in one place. This module allows for faster, simpler, and more organized management of your contacts, helping you stay productive and connected.
In the Mobile app, click on the People icon to access all the Contacts within your CRM.
Easily view contact details like name, phone number, and email at a glance.
Long-press on a contact’s tile to quickly perform actions like copying and sharing contact details without having to open the contact’s full profile.
Click the contact to view all important details about your contacts on a single screen, eliminating the need to navigate multiple pages.
Click the three-dotted button to quickly edit, share, and delete the contact.
Use the Assign Owner button to assign the contact to a specific User within the CRM.
Easily place calls, send SMS and Emails, book meetings, and charge customers.
Use these tabs to navigate through different sections of contact information and make updates as needed.
Hide Empty Fields #
Toggle on to hide empty fields, ensuring only relevant and populated fields are visible for better organization.
Quick Actions Menu #
Click the Lightning button on the bottom right side of your screen to access the quick actions menu.
In the popup, you can quickly access;
- Tags: Here you can manage and apply tags for better organization.
- Automations: Quickly set up automated actions related to the contact.
- Opportunities: Track potential deals and sales opportunities.
- DND (Do Not Disturb): Use this option to manage notification preferences.
With all these features at your fingertips, the Contacts module in the mobile app empowers you to manage your relationships more effectively and take action with ease. Whether you’re organizing information, initiating communication, or streamlining workflows, everything you need is just a tap away—keeping you connected and in control wherever you are.
Frequently Asked Questions #
Q: How are custom fields structured in the Contacts Module?
- A: The custom field layout follows a clear and logical flow, making it easy to locate specific details. File attachments can be accessed from media, camera, and other storage sources, ensuring flexibility when adding files.
Q: Can I use maps for address navigation within a contact’s profile?
- A: Yes! Clicking on an address redirects you to Google Maps or Apple Maps, allowing for quick and easy navigation to a contact’s location.
Q: Can I open documents attached to a contact without downloading them?
- A: Yes, contact-level documents can be opened directly from the contact screen, allowing for instant access without additional steps.
Q: What features are available in the Notes section?
- A: The Notes section supports HTML content and hyperlinking, allowing users to include website links and create detailed, interactive notes for improved documentation and organization.
