The Deals CRM mobile app is available for accounts on the following plans:
In addition, the Deals CRM mobile app supports iOS 10 and higher.
You can call a contact directly from the ActiveCampaign Deals CRM mobile app:
1. From the contact's profile screen, tap the phone icon located next to their phone number. If you do not see this icon, then they do not yet have a phone number listed in the system phone field.
2. Tap "Call."
The iOS dialer will open and will call your contact.
Things to note:
- You can only call contacts who have a phone number listed in the system phone field. This application will not work with any custom phone number fields that you've created.
- This application will use minutes associated with your mobile phone plan.
- The call button will use the iOS dialer for your mobile phone and you will need a cellular connection. You do not need to be connected to WiFi to use the call option.