Keap Mobile: Managing contacts


This article applies to:

Our mobile app 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.  


Viewing contact details

  • Navigate to Contacts

  • Tap on a contact

  • Tap the contact's avatar or initials 

Editing contact details

  • Tap on "Edit" on the contact detail screen

  • Edit contact details as desired


Adding Contact Details

You can add:

  • General Information

  • Phone & email

  • Billing address

  • Additional information

  • Tapping on the "Add additional info" will allow you to add LinkedIn, Facebook, Twitter, and Spouse fields to the contact record



Company field

  • Tap on the contact in the Contacts screen

  • Tap on the contacts avatar or initials

  • Tap the "Company" field  located under "General"


  • A) Type the companies name in the text entry field  and B) tap "Add New"

  • The company field in the contact record will now reflect the update
  • I made a typo and need to edit the company name, how do I do that? 

    Simply follow the above process again and retype the company name with the correct spelling 


    Adding Addresses

    Address will auto complete as you type using Google's Auto Address Complete feature.

    • Tap on Address field 1 in any of the address types (Shipping, Billing, Optional)
    • Start typing the address you would like to save

  • Calling a contact

    • Navigate to Contacts

    • Tap on a contact

    • Tap on the Call button
    • If contact has multiple phone numbers, select the phone number you would like to call

    • Tap on Call
  • Creating a call during or after a call

    • Navigate to Contacts

    • Tap on a contact

    • Tap on the Call button

    • If contact has multiple phone numbers, select the phone number you would like to call

    • Tap on Call

    • When call is made the Keap app will automatically bring up a new note. You can write this during or after your call

  • Texting a contact

    • Navigate to Contact

    • Tap on the Text button




Note: when a phone number has been selected, your text will go out of your phone's native text messaging app.