Mobile app

Home > Ontraport for sales teams > Mobile app

SUMMARY

16 min of content

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.

14-day free trial. No commitment.

Start your free trial to start growing your business with Ontraport.

SECTION OVERVIEW

Lessons for Mobile app

1 Mobile app overview More info arrow_drop_down schedule 2:43 min Start lesson play_circle

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

2 Navigating records in the mobile app More info arrow_drop_down schedule 4:32 min Start lesson play_circle

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

3 Adding and editing records More info arrow_drop_down schedule 3:03 min Start lesson play_circle

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

4 Customizing your app More info arrow_drop_down schedule 6:11 min Start lesson play_circle

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

5 Mobile app security More info arrow_drop_down schedule min Start lesson play_circle

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

Next section

Previous section

Next section

Terms & Conditions | Privacy Policy

playlist_add_check

PCI DSS, Level 1

security

Privacy Shield Certified

Mobile app

Lessons for Mobile app

Start gaining the skills to grow your business faster

Start gaining the skills to grow your business faster