How to Create a Record (contact, company, deal) on the Mobile App

This video walks you through how to add a contact. The same process can be used for creating a company and/or deal.

1. Once you've logged into your mobile app, click the + button on the bottom of the page.
2. Select the icon you wish to create (e.g. contact, company, deal ...)
3. Compete the property fields. The more information, the better. Click Save in the upper right.
4. To review your newly created record, click the view bar at the bottom or search for your record using the magnifying glass icon.
5. From the record, you can complete additional property fields, associate the record to another object like a company, and/or create an activity.