Create new records and edit your existing ones using the Ontraport mobile app so you can handle business on the go.
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Home > Ontraport for sales teams > Mobile app > Adding and editing records
Home > Mobile app > Adding and editing records
Adding and editing records
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
Rashelle Monet
Adding and editing records
Create new records and edit your existing ones using the Ontraport mobile app so you can handle business on the go.
- 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
Course Instructor
Rashelle Monet
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Transcript
If you’re already used to working with the desktop version of Ontraport, adding and editing your records in the Ontraport mobile app will be a snap!
In this video, you’ll learn how to create new records and edit your existing ones using the Ontraport mobile app so you can handle your business, whether you’re on the go or on your couch.
There are just a few quick steps. You’ll:
I’ll show you what it looks like.
Okay first, select the object that you want to create a new record for. The bottom row of your mobile app gives you buttons for three of your objects — Contacts, Deals and Companies.
Check out our “Customizing your app” video to learn how you can add your most used objects here.
You can go to your other objects by tapping the menu icon then selecting them from the list.
You’ll see the “Add” button in the bottom right-hand corner of your screen. If you’re seeing your action buttons, it means you have a contact selected. Just uncheck them and you’ll get the “Add” button back.
Before we jump into adding info to your records, let’s quickly chat about what fields you’re going to see. The fields that you fill out when you first create a record are the fields that will populate your details page. In other words, you won’t have to scroll through a bunch of empty fields if they’re not filled in with data.
So let’s say you set up your contact’s details page to show their name, email address, company name and job title. Just fill in all that information and click the check mark in the top right corner to save it.
In most cases, you’ll have all the info you need saved when you create your record. But sometimes, you might want to leave an extra note or connect your new contact to a deal.
When your new record is created, you’ll be dropped into that contact’s details page. Just swipe right to go to your “Overview” page and add any info you want there.
Or, swipe left to get to your “More” page. Here, you can leave notes, manage tasks and view and connect your contact record to your other objects.
You can also choose the widgets you want to add to your “More” page. Editing widgets is a lot like editing the fields on your details page: If you click on the gear icon, then click the eye icon, you can choose which ones you want to see.
That’s it! Now you can create new records and edit saved records in your Ontraport mobile app. You’re doing a great job and are ready to start managing your records on the go.
Check out our other mobile app videos to learn more about our security features, customizing your app and navigating your records
In this video, you’ll learn how to create new records and edit your existing ones using the Ontraport mobile app so you can handle your business, whether you’re on the go or on your couch.
There are just a few quick steps. You’ll:
- Select the object you want to create a new record for,
- Tap the “Add” button, then add and save your information and
- Connect the record to any other objects, if you want.
I’ll show you what it looks like.
Okay first, select the object that you want to create a new record for. The bottom row of your mobile app gives you buttons for three of your objects — Contacts, Deals and Companies.
Check out our “Customizing your app” video to learn how you can add your most used objects here.
You can go to your other objects by tapping the menu icon then selecting them from the list.
You’ll see the “Add” button in the bottom right-hand corner of your screen. If you’re seeing your action buttons, it means you have a contact selected. Just uncheck them and you’ll get the “Add” button back.
Before we jump into adding info to your records, let’s quickly chat about what fields you’re going to see. The fields that you fill out when you first create a record are the fields that will populate your details page. In other words, you won’t have to scroll through a bunch of empty fields if they’re not filled in with data.
So let’s say you set up your contact’s details page to show their name, email address, company name and job title. Just fill in all that information and click the check mark in the top right corner to save it.
In most cases, you’ll have all the info you need saved when you create your record. But sometimes, you might want to leave an extra note or connect your new contact to a deal.
When your new record is created, you’ll be dropped into that contact’s details page. Just swipe right to go to your “Overview” page and add any info you want there.
Or, swipe left to get to your “More” page. Here, you can leave notes, manage tasks and view and connect your contact record to your other objects.
You can also choose the widgets you want to add to your “More” page. Editing widgets is a lot like editing the fields on your details page: If you click on the gear icon, then click the eye icon, you can choose which ones you want to see.
That’s it! Now you can create new records and edit saved records in your Ontraport mobile app. You’re doing a great job and are ready to start managing your records on the go.
Check out our other mobile app videos to learn more about our security features, customizing your app and navigating your records
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