How to edit/star contacts in the Mobile App?

Easily edit and star contacts on the go with our mobile CRM app

This help article is available for iOS and Android users.

Edit/star contacts in the iOS app

To edit a contact, select Edit

To star a contact, select the star icon

Note: You can filter your Action Stream by Starred contacts.

Edit/star contacts in the Android app

To edit a contact, click on the pencil icon button.

To star a contact, select the star icon

Note: You can filter your Action Stream by Starred contacts.

NOTES

  • Each user can star their own contact. This means that if you star a contact, this will not be visible for any other user. 
  • Focused Users can only star and view contacts that they own as these are the only visible contacts for them.
  • It's not possible to view starred contacts by other users in the Starred filter on mobile. 
  • To find contacts starred by other users, you'll have to create a filter when you're logged in from a browser. See here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us