The Phone module in the mobile app provides a convenient way to stay connected with your contacts while on the go. Whether you’re following up on appointments, managing sales calls, or simply checking in, this feature allows you to quickly initiate calls directly from your device.
How It Works #
- First, open the mobile app and log in with your account credentials. From the main dashboard, access the apps section.
- Next, click the phone icon to access the dialer.
- The dial pad will open by default, enabling you to enter the desired phone number for immediate calling.
- If you prefer to locate contacts by searching their name, phone number, or email address, navigate to the Book tab. Contacts without a phone number will appear greyed out, indicating they cannot be dialed.
- Alternatively, you can open the Recents tab to see the list of contacts you have interacted with recently. Both incoming and outgoing calls will be listed here, allowing you to view and redial these customers with ease.
Click the information icon next to each contact to set their DND status (1), send a message, initiate a call or email, view their details (2), and view their call history (3). Additionally, you may choose the number from which calls will be initiated using the dropdown menu (4).
While on a call, you can instantly access and schedule calendars, activate DND for the contact, take real-time notes, create and manage tasks, review or log payments, and view full profile details — all without leaving the call screen.
After the call, the Call End screen offers one-tap access to notes, calendars, tasks, tags, profiles, DND, messaging, or callbacks. This streamlined workflow reduces context switching, saves time, ensures no follow-ups are missed, and enhances customer experience through faster, more organized responses.
The Phone module in the mobile app equips you with all the tools needed to manage calls efficiently and stay organized while on the move. From initiating calls and accessing contact details to managing tasks and logging notes mid-call, this feature ensures every interaction is productive and well-documented.
Frequently Asked Questions #
How do I access the dialer in the mobile app? #
Open the apps section from the main dashboard, then click the phone icon to access the dialer. The dial pad opens by default for immediate calling.
How do I find a contact to call? #
Use the Book tab to search by name, phone number, or email address, or use the Recents tab to view and redial contacts you’ve recently interacted with.
Why do some contacts appear greyed out? #
Contacts without a phone number appear greyed out in the Book tab, indicating they cannot be dialed.
What can I do while on a call? #
You can schedule calendars, activate DND, take real-time notes, create and manage tasks, review or log payments, and view full profile details without leaving the call screen.
Can I choose which number I call from? #
Yes. Use the dropdown menu in the contact’s information panel to choose the number from which calls will be initiated.
What options appear after a call ends? #
The Call End screen offers one-tap access to notes, calendars, tasks, tags, profiles, DND, messaging, and callbacks to streamline follow-up.
