16 min of content
Home > Ontraport for sales teams > Mobile app
SUMMARY
Mobile app
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5 lessons
Manage your business on the go with the Ontraport mobile app. Get a tour of our mobile platform, learn how to find what you need, and customize your settings in just a few taps.
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SECTION OVERVIEW
Lessons for mobile app
Get familiar with Ontraport’s mobile app so you can access data, streamline sales, manage your team and reach customers from anywhere you go.
You'll learn
- How to streamline your sales workflow from your phone
- Which data you can access while on the go
- Our tips for making on-the-go service appointments easier
- Day-to-day tasks you can accomplish away from the office
- Where to download Ontraport’s mobile app to get started
Take a tour of the Ontraport mobile app so you can manage your Ontraport account from anywhere.
You'll learn
- Where to find your data in Ontraport’s mobile app so you can navigate with ease
- How to monitor live stats and updates on the go
- Where to sort and manage your contacts and other records
- How to perform actions and create new records with just a few taps
- The quickest way to find details about specific records in your account
Create new records and edit your existing ones using the Ontraport mobile app so you can handle business on the go.
You'll learn
- Where to find the objects you want for creating new records
- What fields to fill out when you first create a record
- How to add and save information in your records
- How to connect your record to other objects
Customize your app’s navigation, collections and more so you can quickly find what you need, wherever you are.
You'll learn
- How to make your most important data more accessible
- Our tips for customizing collections and finding data faster
- How to show details of individual records — or hide them
- How to automatically log calls with contacts
- Where you can choose a light or dark theme
Manage security settings in the Ontraport mobile app to keep your business data safe and secure.
You'll learn
- The importance of making sure your mobile data is secure
- How the app uses IP restrictions to protect your data
- Where to view all the devices that have access your account
- How to give or remove access for certain users in just a couple of taps
Features
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