With the Ontraport Mobile app, you can run your business from anywhere. So leave your desk without missing any opportunities!

The app gives you access to the information you need to prepare for a call, draft a follow-up email, take a note after a meeting, or schedule your next task.

You will be able to perform most of the actions you can find in the desktop app. There are collections for Contacts, Deals, Companies, and all your other custom objects. You can also drill into any of the records to make edits or access specific notes, tasks and related records.

You can download the Ontraport Mobile App for Android here and iPhone here.

Check out this video about the mobile app.

Table of contents

Use cases
Navigating the app
Using collections
• Perform actions on records
• Create new records
Customize and use mobile records
• Update field values
• Fields displayed
• Use and edit the More page
Using Inbox
• Perform actions on conversations
• Managing conversations
Manage tasks
• View task details
• Complete tasks
• Perform actions on tasks
Customize your app
• Edit navigation
• Change your theme
• Auto log calls
• Inbox notifications
Getting help

Use cases

Here are some common ways to use the mobile app:

“I need to respond quickly to leads while I’m out of the office.”

Use the Inbox feature to keep conversations going, even when you step away from your computer. Enable notifications in the Inbox settings to ensure that you’re notified every time you receive a message and quickly respond using the chat interface.

“I just had an in-person meeting with my client, and I need to update their record right now so I don’t forget details.”

Update the information stored in your contact’s record and leave notes so you remember the details of your conversation.

“I’m a service technician, and I take calls while driving between jobs. I need to make sure that I log notes about each call in my contacts' records.”

Enable the Auto log call feature in the app. Call your clients using the app, then when you hang up, you’ll be prompted to fill out a note about what happened on the call.

Navigating the app

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The main navigation bar at the bottom of the app gives you quick access to important areas of the app.

The Today Screen icon is always on the left, and the menu is always on the right. You can customize which objects you want to see in the middle when you customize your navigation.



Tap the today screen icon ( ) to go to your “Today Screen.”

• View essential metrics so you can keep an eye on leads and sales on the go.
• See a list of tasks assigned to you that are due today to help you stay on top of your schedule. 

Tap the menu icon () to go to your main menu. This is where you can access:

• Any object collection
• Inbox
• Tasks
• Settings
• Help center
• Log out 

Using collections

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You have access to your contacts and other record types in the mobile app. And you can view and organize the data to fit your needs and perform actions on your records.

Navigate to your collection from the main navigation bar, or from the menu icon.

The top row of your mobile collections lets you search, sort your records and change groups.

Perform actions on records

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Select one or more records to take action on them.



You can take the following actions from the collection:

• Email
  • Only available if  the object has an email field.
• SMS
  • Only available if your account has an SMS number and the object has an SMS field.
• Log call
• Change field
• Add or remove tags
• Add or remove from automations
• Assign tasks
• Delete the record 

Create new records

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Create new records on the go by clicking the plus icon in a collection, then add field values and save.

• When you add new records, you’ll add the same fields you’ve selected on the details tab.

Customize and use mobile records

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You can choose the exact information you want to see in your records and the order in which it appears.  Additionally, take action on individual records when you’re viewing them.

Records contain three pages:

1. Overview
   • A snapshot of the record’s current status and history.
2. Details
   • View the most important data from your records front and center.
3. More
   • View related records such as notes and tasks.

Both the Overview and Details pages include the pencil and settings icons. Click the pencil icon to update field values. Click the settings icon to choose which fields to display.

And you can perform actions from any of the pages.


You can take the following actions from the record view:

•  Call
  • Available if your record has a phone number field
• Email
  • Available if your record has an email address field.
• SMS
  • Available if your account has an SMS number and the record has an SMS number field.
• Log a call
• Add or remove tags 
• Add or remove from automation
• Assign tasks
• Delete the record 

Update field values

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Click the pencil icon to enter edit mode.

• Click on fields to change their values.
• Click the settings icon to change the fields to display.
• Click the checkmark to save the changes.
  
  

Fields displayed

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Tap the settings icon to choose the fields you want to view and customize the order.

• Click the plus sign to add fields.
• Click and drag the reorder icon to change order
• Swipe left to remove fields
• Click the checkmark to save changes.
  
  

Use and edit the More page

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You can also choose which widgets you want to see on your “More” page.

• Click on any widget to view the details.
• Click the settings icon to open the widget settings.

Edit widget settings

The widget settings let you control which widgets you want to see and their order.

• Click the eye icon to toggle visibility.
• Click and drag the move icon to reorder widgets.
• Click the checkmark to save settings.

Using Inbox

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Mobile Inbox allows you to keep your conversations going even when you step away from your desk.

The top row is like other collections, where you can search, sort and select groups.

Perform actions on conversations

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Select one or more conversations to take action on them.



You can take the following actions on conversations:

• Assign it to another user
• Mark it as spam
• Mark it unread
• Move it to another inbox
• Mark it as closed

Managing conversations

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When you click on a conversation, you’ll go to the conversation view, which contains three pages:

1. Messages
   • View and respond to the conversation thread.
2. Details
   • View information about the contact you’re chatting with
3. More
   • View records related to the contact you’re chatting with.

From any of those pages, you can search or perform actions on the conversation.



You can take the following actions:

•  Assign it to another user
• Mark it as spam
• Mark it unread
• Move it to another inbox
• Mark it as closed 

Manage tasks

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The tasks collection allows you to view and complete tasks on the go.

The top row is like other collections, where you can search, sort and select groups.

View task details

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When you click on a task, you’ll view the details.

• Click the pencil icon to edit the task.
• Click Comments to view notes about the task

Complete tasks

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You can complete tasks one at a time, or you can select multiple tasks and complete them all at the same time.

• Tap the checkmark next to a task to mark it complete.
• Choose an outcome if your task includes them.
• Click the checkmark to complete the task.

Perform actions on tasks

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Click and hold on the checkmark next to a task to select it and take action.

• Select more than one task to perform bulk actions.

You can take the following actions:

• Mark complete - Only available if the task is not closed.
• Reassign
• Reschedule
• Reopen - Only available if the task is closed.
• Cancel

Customize your app

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Go to your app’s settings when you want to customize your app’s behavior.

Edit navigation

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You can choose which collections you want quick access to by editing your navigation. The top three collections on your list will be the buttons on your navigation bar.

• Click the eye icon to toggle visibility.
• Click and drag the move icon to reorder navigation items.
• Click the checkmark to save settings.

Change your theme

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You can choose from three different theme settings for your app. Select an option that’s easy on your eyes!

• Tap the menu icon → Settings → Theme.
  • Tap Light to use a white background
  • Tap Dark to use a black background
  • Tap System to use your phone’s settings

Auto log calls

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You can enable auto log calls to automatically pop up a form after you complete the call. This is ensures you’re leaving notes about your calls while the conversation is still fresh in your mind.

• Tap the menu icon → Settings → Auto log calls.

Inbox notifications

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If you’re managing conversations on the go, the notifications are essential. This setting uses your phone’s native notifications.

• Tap the menu icon → Settings → Inbox notifications.
  • Choose to receive notifications for all conversations or ones assigned to you.

Getting help

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If you need a hand while working on the mobile app, you have several resources to get you going from the Help Center.

Here’s how to get there:

• Tap the menu icon → Help center.
  • Tap on Resources to see training resources, success stories, system status and more.
  • Tap Support center to chat with the team, create a ticket, schedule a screenshare, check in on your support tickets and leave feedback or feature requests.