The Ontraport mobile app puts your records in your pocket. In this lesson, you'll learn your way around: the navigation bar, the Today Screen, your collections, and the records inside them.
Start with the navigation bar at the bottom of the app. The Today Screen icon is on the left, and the menu icon is on the right. The buttons in the middle are shortcuts to your collections. You choose which ones show up there, and we'll cover that in Customizing your app.
The Today Screen is your mobile dashboard. It shows key metrics for your leads and sales, plus the tasks assigned to you that are due today. Tap its icon in the navigation bar any time to come back to it.
Tap the menu icon to reach everything else: all your object collections, Inbox, Tasks, Settings, the Help center, and Log out. Inbox brings your email, SMS and web chat conversations together, and Tasks is where you view and complete your tasks.
Your collections are all here, just like on desktop: Contacts, Deals, Companies and any custom objects. We'll use Contacts, but the others work the same way. Open a collection from the navigation bar or the menu.
The top row lets you search, sort and change groups. One tip: by default, search only looks in the fields you've added to your page. To search every field, tap "Search all records?" And the plus icon adds a new record. That's coming up in the next lesson.
To act on records, select one or more of them, then choose an action. You can email, send an SMS, log a call, change a field, add or remove tags, add or remove from automations, assign tasks, or delete. Email only shows up when the object has an email field. SMS needs an SMS number on your account and an SMS field on the object.
Tap a record to open it. Every record has three pages. Overview gives you a snapshot of the record's current status and history. Details shows its most important data. And More shows related records, like notes and tasks.
You can take action from any of the three pages. You get the same actions as in the collection, plus Call when the record has a phone number field. Log a call is there too, so you can note the call while it's fresh. If you'd rather be prompted automatically every time you hang up, turn on Auto log calls. That's covered in Customizing your app.
On the Overview and Details pages, the pencil icon puts the record in edit mode, and the settings icon lets you choose which fields show and in what order. We'll walk through both in the next two lessons.
The More page shows related records as widgets. Tap a widget to see its details. To choose which widgets show, tap the settings icon. The eye icon shows or hides a widget, the move icon changes its order, and the checkmark saves.
So: the navigation bar and menu get you around, the Today Screen shows your day, collections hold your records, and every record opens to Overview, Details and More. Next up: adding and editing records.