Edit/star contacts in mobile CRM (iOS and Android)
Easily edit and star contacts on the go with our mobile CRM app.
In this article:
| iOS |
| Android |
Edit/Star CRM contacts on iOS
To edit a contact, select Edit.
To star a CRM contact, select the star icon.
You can filter your Action Stream by Starred contacts.
Edit/Star CRM contacts on Android
To edit a CRM contact, click on the pencil icon.
To star a CRM contact, select the star icon.
You can filter your Action Stream by Starred contacts.
NOTES
- Each user can star their own contact. This means that if you star a contact, this will not be visible for any other user.
- Focused Users can only star and view contacts that they own as these are the only visible contacts for them.
- It's not possible to view starred contacts by other users in the Starred filter on mobile.
- To find contacts starred by other users, you'll have to create a filter when you're logged in from a browser. See here.