1. New contact creation

Flick the switch to enable or disable your ability to create new contacts. 

Edit 

Customize how contacts are created

  • Account: when switched on, the app forces you to choose an account from the list of existing accounts. When turned off will allow the app to create a new account based on the information found on the business card.  
  • Opportunity link: you can link a new contact with an existing opportunity. This is highly recommended in order to keep your Salesforce records up to date, especially if you work with opportunities on a regular basis. This switch automatically adds the question of the opportunity link, if switched on.
  • Notes: you can allow or block the ability to make notes on the contact. This automatically adds the question to dictate or type notes if enabled.
  • Follow Up task: you can automatically create a follow-up task for the contact by switching this switch to 'on'. There are four follow-up tasks listed as a default. Remove any of them by pressing the bin icon, replace the text with a custom answer, or add a new one by tapping 'ADD CHOICE'.
  • Add a question: You can add a question to populate a specific field in Salesforce. See how to here.

Remember to save all changes you made! Press Save on the top of the page.

2. Call logging: 

Flick the switch to enable or disable the ability to log calls. 

Edit 

Customize how you log calls 

  • Notes: Flick the switch to enable or disable the ability to add notes for the call. This automatically adds the question to dictate or type notes if enabled.
  • Opportunity link: Flick the switch to enable or disable the users to link the call to opportunities. It will automatically appear as a question if switched on. This is an easy way to keep your opportunities up to date. 
  • Follow Up Task: Flick the switch to create a follow-up task for the call you are logging. There are four follow-up tasks listed as a default. Remove any of them by pressing the bin icon, replace the text with a custom answer, or add a new one by tapping 'ADD CHOICE'.
  • Custom question: This custom question is one that updates the description of the original call. Obviously the logical answer component is Text & Voice.
  • Add a question: You can add a question to populate a specific field in Salesforce. See how to here.


Congratulations, you are now done with customizing your Contacts tab! Remember to save the changes you made! The Save button is on the top of the page.

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