How to add contacts in our Mobile App?

With our powerful mobile app, you can harness the benefits of OnePageCRM wherever you go. If you're on the road for individual client meetings or are at a conference meeting new leads, you can use the OnePageCRM Mobile App to add your new contacts individually or in bulk from your address book. 

This help article is available for iOS and Android users.

Add contacts in the iOS app

Add contacts manually
Import individual contact from address book
Import multiple contacts from address book

Add contacts manually

1
Open the OnePageCRM mobile App → Select the  + icon found on the top right of your screen.

2
Select Add contact.

3
Fill in your contact's details, Status, add any relevant  TagsLead source and  Owner to your contact → Select the  check icon to the top right to save your contact.
Note: Your contact must have either a Last Name or Organization name before they can save the contact.

Import individual contact from address book 

1
Open the OnePageCRM mobile App → Select the  +  icon found on the top right of your screen.

2
Select Import from Phone.

3
Select the contact you wish to import from the list of your contacts.
4
Fill out any additional contact details, add  Status, any relevant  TagsLead source and  Owner to your contact → Hit Save
Note: Your contact must have either a  Last Name or  Organization name before they can save the contact. 

Import phone contacts in bulk 

1
Open the OnePageCRM mobile App  →  More → Select Import Phone Contacts.

2
Select the contacts you wish to import  → Next
Note: To select all contacts click Select All.

3
Add  Status and Owner, any relevant  Tags and Next Action  → Hit Import.
Note: Any Tag or Next Action assigned will be assigned to all contacts imported. 

Add contacts in the Android app

Add a contact manually
Import individual contact from address book (Android)
Import phone contacts in bulk (Android)

Add a contact manually

1
Open the OnePageCRM mobile App → select the floating + sign found on the bottom right of your screen.
2
Select Add contact manually.

3
Fill in your contact's details, Status, add any relevant  TagsLead source and  Owner to your contact → select the  check icon to the top right to save your contact.
Note: Your contact must have either a Last Name or Organization name before they can save the contact.

Import individual contact from address book (Android)

1
Open the OnePageCRM mobile App → select the floating + sign found on the bottom right of your screen.
2
Select Import from address book.

3
Select contact to import from the list of your contacts.
4
Fill out any additional contact details, add  Status, any relevant  TagsLead source and  Owner to your contact → select the  check icon to the top right to save your contact.
Note: Your contact must have either a  Last Name or  Organization name before they can save the contact. 

Import phone contacts in bulk 

1
Open the OnePageCRM mobile App  →  More → select Import Phone Contacts.
2
Select the  check  icon to the top right to continue.
Note: To select all contacts click Select All.
3
Add  Status and Owner, any relevant  Tags and Next Action  → select the  check icon to the top right to save.
Note: Any Tag or Next Action assigned will be assigned to all contacts imported. 

The OnePageCRM mobile app is available to download for both Android and iOS.


NOTES

  • The OnePageCRM mobile app is available to download for both  Android and iOS