How do I create a task for a contact using the Deals CRM mobile app?

The Deals CRM mobile app is available for accounts on the following plans:

  • Plus
  • Professional
  • Enterprise

In addition, the Deals CRM mobile app supports iOS 10 and higher.

You can create a task for a contact using the Deals CRM mobile app. In this article, we'll discuss:

How to create a contact task from the Contacts overview screen

1. From the Contacts overview screen, tap the green action button.

Note: You can also tap the green action button on the Deals overview screen to create a task for your contact.

2. Tap "Add Task" from the list of options.

3. Complete the fields on the "New Task" screen by tapping each one.

4. Tap "Create."

The task will be listed on the associated contact's tasks tab:

How to create a contact task from the contact's profile screen

1. From the Contacts overview screen, use the search field to locate the contact you wish to create a task for.

2. Tap the contact to open their profile.

3. Tap the green action button.

4. Tap "Add Task" from the list of available actions.

5. Complete the fields on the "New Task" screen by tapping each one.

If you wish to create a task for a deal instead, tap "Contact" in the "Relation" row. To choose a different contact, tap the contact's name in the "Contact" row.

6. Tap "Create."

The task will be listed on the Contact: Tasks screen:

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