Accessing the Contacts Section.
1. Accessing the Contacts Section
Open the RocketCRM mobile app.
At the bottom navigation bar, tap on the Contacts icon (second item from the
right).You will see a list of all contacts, with the most recent contacts shown first.
2. Adding a New Contact
Tap the purple plus (+) button located at the bottom right of the screen.
Choose one of the two options:
Scan Business Card: Use your device’s camera to scan a business card. The app will extract and populate the contact details.
Add Manually:
Enter the following details:
First Name
Last Name
Phone Number
Email
Tags (add/remove)
Date of Birth
Contact Source
Contact Type
Tap the Save button at the top right corner.
3. Searching for a Contact
Tap the search icon at the top right.
Search by name, phone number, or email address.
4. Using Smart Lists
Tap the arrow icon just below the search bar.
Select the desired Smart List to filter and view specific contacts.
5. Editing a Contact
Tap on the contact you wish to edit.
Press the Edit button at the top right.
Make any necessary changes.
Tap Save when done.
6. Contacting a Lead or Customer
Find and tap on the contact.
Depending on the available information, you can:
Tap Phone to call. You will have the option to record the call and save it.
Tap Text to send an SMS.
Tap Email to send an email.
All interactions (calls, texts, emails) will be logged under the contact’s activity.
7. Adding Notes, Tasks, or Appointments
Add a Note
Tap the contact.
Go to the Notes tab at the top.
Tap the purple plus (+) button.
Enter your note and save it.
Add a Task
Tap the contact.
Go to the Tasks tab.
Tap the purple plus (+) button.
Fill in:
Title
Description
Date and Time
Assign to a team member (if applicable)
Tap Save.
Create an Appointment
Tap the contact.
Go to the Appointments tab.
Tap the purple plus (+) button.
Enter the necessary information (date, time, location, etc.).
