Mobile App IOS - Contacts

Mobile App IOS - Contacts records, import contacts, and scan business card

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Mobile app iOS - Managing contacts
Our mobile app for iOS lets users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's. &n...
Mobile app iOS - Adding contacts
Our mobile app for iOS lets Keap users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do'...
Mobile App IOS - Contacts add a task
Navigate to Contacts Tap on a contact Tap on the More button Tap on Tasks Once a Note is created for a contact, tap on the Notes Activity card ...
Mobile app iOS - Contact add to campaign
Adding contact to a campaign Navigate to a contact record and tap on the "+" More button Select add to campaign Select a campaign from the available campaigns drop down Select the sequence to add them to FAQ...
Mobile app iOS - Contact notes
Our mobile app for iOS lets Keap users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do'...
Mobile app iOS - Contact email
Creating an Email Activity event On the contact record, tap on the Email button Create the email (subject and message) Tap the calendar icon inside the message area Select the Appointment Type you would like to share ...
Mobile app iOS - Contacts emailing an appointment link
On the contact record, tap on the Email button Create the email (subject and message) Tap the calendar icon inside the message area Select the Appointment Type you would like to share Appointment activity Appointment...
Mobile app iOS - Contact reschedule or cancel appointments
Reschedule appointment Navigate to a contact record and tap the appointments card Tap  " Reschedule " A pre-filled email will be created requesting the contact to reschedule their appointment Click the calendar in t...
Mobile app iOS - Contact task activity
Task activity Once a Task is created for a contact, tap on the Tasks  Activity card to see  uncompleted tasks for that contact Click the Task card to edit or delete Click the box to complete the task Click + to add another Ta...
Mobile app iOS - Contact call history activity
View your outbound call history in the contact record when you make an outbound call from the Keap mobile app. Steps to view the contacts call history activity Navigate to a contact record with a phone number saved Make an outbound c...
Mobile App IOS - Contact call activity
You can view all the call history of a contact record by navigating to a contact Once a single event occurs for that contact record (inbound, outbound, or missed call), you'll see a section in the Contact Activity labeled calls &...