Keap Mobile: Managing contacts

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