Call and send text messages from mobile CRM (iOS and Android)
Send texts and make calls directly from the OnePageCRM mobile app using your device’s default apps.
Please note that text messaging isn’t available on the web app, and messages sent from mobile aren’t logged in OnePageCRM automatically. However, you can record these as notes.
In this article:
| Initiate a call from the mobile app |
| Initiate messages from the mobile app |
Initiate a call from the mobile app
💡 If no default dialer is set, you may be prompted to choose an app.
💡 iOS users can set their default calling app in More > Settings.
Initiate messages from the mobile app
💡 If no default messaging app is set, you may be prompted to choose an app.
💡 Text messages sent from the mobile app aren’t logged in the CRM.
- To record the activity, add a Note or Call Note to the contact.
💡 iOS users can set their default messaging app in More > Settings.