Mobile app iOS - notes


Our mobile app for iOS lets Infusionsoft 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.  Click here for New Infusionsoft mobile app FAQs


Adding notes in a contact record

  • Navigate to Contact
  • Tap on the More button
  • Tap on Notes
  • Tap on Add a note
  • Fill in note
  • Tap Done


Note activity

  • Navigate to Contact
  • Once a Note is created for a contact, tap on the Notes Activity card
    1. View list of all contact notes
    2. Click + to add additional notes
    3. Tap on a specific note to see the details
    4. From details you can edit
    5. Edit or delete