Create Records

There are three ways to create Records on the mobile app:

1. Import your device contact list:

To add People in bulk from your mobile device, you can import from your device contact list. You can start an import from the universal "+" button. 

 To import your phone contacts:

1. Tap on the "+" sign at the top of the screen
2. Tap “People” > “Import Phone Contacts”
3. A pop-up will prompt you to give MMC access to your contact — agree to grant MMC access
4. A list of your contacts will appear — check the boxes of the contacts you wish to import
5. An Import button appears at the bottom of the screen once boxes are checked. Tap this button to complete the process
6. Navigate to the Records tab to view your imported contacts

2. Lead Generation:

Our Lead Generation tool gives you the ability to identify new prospects and immediately pursue them as potential sales opportunities by adding them as Records. To learn more about this feature, please refer to our Lead Generation article.

3. Manual Input:

It is quick and easy to manually add Records on the mobile app. 

To manually add a Record:

1. Tap on the "+" sign at the top of the screen
2. Tap on the Record type you want to create
3. Fill out the Record’s information within the fields. Required fields are marked with a red asterisk symbol (*)
4. Scroll down and tap “Save” in the top right corner of the screen