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  1. Upsales Help Centre
  2. Mobile app
  3. The Upsales mobile app

How to create contacts from appointments

In the Upsales Mobile app you can create a new contact while adding participants to an appointment.

  1. Tap Add participants:

    Screenshot_20200310_131031_com.upsales.jpg

  2. Tap Create new contact:

    Screenshot_20200310_131046_com.upsales.jpg

  3. Once you've added the contact information, click Create contact:

    Screenshot_20200310_131223_com.upsales.jpg

  4. Don't forget to add the new contact as a meeting participant and tap Save participants:

    Screenshot_20200310_132003_com.upsales.jpg
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