The mobile app has some interesting possibilities when it comes to managing your contacts and companies. You can for example add different addresses for your contact/company, see all past/planned activity for a contact/company and see their linked deals and files. Read this article to learn more about these possibilities.

When adding a new contact/company in the app by clicking the plus symbol in the bottom right corner, you can for example:

  • Define different addresses like the invoicing or visiting address
  • Add tags
  • Fill out custom fields

After saving a contact/company, you can navigate to the detail page and click on the + icon. Some actions are possible here:

  • Link a contact (in the case of a company)
  • Link a company (in the case of a contact)
  • Fill out background information
  • Create a deal
  • Add a file

When visiting the contact/company page you’re also able to see an overview of:

  1. General information: the location, the phone number, the email address, the website, …
    By clicking on the address you can immediately navigate to the location using one of your apps for navigation like Google Maps or Waze.
  2. Linked contacts/companies
  3. Deals: The deals linked to your contact/company. Immediately click through to them to look up some information, access the files or to change the deal phase.
  4. Files: access and download the files uploaded on your company/contact page
  5. Activities: an overview of the past activity/tracking for this contact or company: their calls, meetings, tasks, notes, emails etc.