The Contacts module on mobile gives you full access to your CRM contact database. View contact details, place calls, send messages, manage tags, and update fields — all from your phone.
From the main dashboard, tap the apps section, then tap the Book icon to open Contacts.
The contacts list displays each contact’s name, phone number, and email at a glance.
- Long-press a contact tile to quickly copy or share contact details without opening the full record
- Tap a contact to open their full profile
The contact profile consolidates all key information on a single screen:
- Details — name, phone, email, address, and all standard and custom fields
- Activity — a timeline of all interactions (calls, messages, emails, appointments)
- Notes — supports HTML content and hyperlinks for rich documentation
- Tasks — view and create tasks linked to the contact
- Opportunities — see all deals associated with the contact
- Payments — view invoices and payment history
- Documents & files — access and open attached documents without downloading
Tap the three-dot menu in the top-right corner of the contact profile to edit, share, or delete the contact.
Assigning an owner
Tap Assign Owner on the contact profile to assign the contact to a specific team member in your CRM.
Quick actions
Tap the lightning bolt icon at the bottom-right of the contact screen to open the Quick Actions menu:
- Tags — add or remove tags for organization
- Automations — trigger an automation for the contact
- Opportunities — create or view linked opportunities
- DND — toggle Do Not Disturb to pause automated messages
From the contact profile, tap the appropriate icon to:
- Call — open the dialer and call the contact
- SMS — open a text message conversation
- Email — compose an email
- Book a meeting — open the appointment scheduler
- Charge — initiate a payment transaction
Hiding empty fields
Toggle Hide Empty Fields on the contact profile to reduce visual clutter and show only fields that have data entered.
Custom field layout
Custom fields follow the layout configured in your desktop account settings. File attachments in custom fields can be added from your camera, photo library, or device storage.
Frequently asked questions
Q: Can I navigate to a contact’s address from the mobile app?
Yes — tapping an address field opens Google Maps or Apple Maps for navigation.
Q: Can I open contact documents without downloading them?
Yes — documents attached to a contact can be opened and previewed directly from the contact screen.
Q: Are custom fields available on mobile?
Yes — all custom fields created in Settings are visible and editable on contact profiles in the mobile app.
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Last modified on March 4, 2026
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