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Create Contact in Mobile App
admin 2 min read
Updated:
1. There are two ways to create a contact in the mobile app:
The first one is via homepage by clicking on the circled ‘+‘ icon and selecting ‘Create Contact‘
The second one is via the ‘Contacts‘ tab and by clicking the ‘+‘ icon
2. Select the type of record you want to create (Contact/Lead/Prospect/Customer/Company)
3. Click on the ‘Save‘ 
icon on the upper right corner to create the record.
4. You will receive a confirmation that the contact has been created successfully. Select ‘Continue to List‘ to display all the contacts on the list, or select ‘Go to Lead‘ to redirect to the lead profile.
