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  • Navigation
  • Logging a Contact Report
  • Next Steps
  1. Platform
  2. Momentum Mobile

Mobile Contact Report

From mobile, you can log meeting notes on the go with our Mobile Contact Report.

PreviousMomentum MobileNextData Models

Last updated 3 days ago

Navigation

Open your web browser of choice from your mobile phone and head to the Momentum application here. We'll detect that you're on your phone and bring up the mobile view.

Logging a Contact Report

Search for the donor's record in your Pocket Portfolio and click the plus button on the far right side.

This will open a new contact report form where you can capture all of the details of your meeting, and then log it straight to your CRM.

→ Use your phone's native voice-to-text feature and speak your meeting notes into your Momentum contact report form.

Next Steps

After you log your mobile contact report, you will have the option to schedule some immediate next steps while they are fresh in your mind.

And here we have that Next Step follow-up email teed up and ready to go in the Inbox!