Mobile Contact Report
From mobile, you can log meeting notes on the go with our Mobile Contact Report.
Last updated
From mobile, you can log meeting notes on the go with our Mobile Contact Report.
Last updated
Open your web browser of choice from your mobile phone and We'll detect that you're on your phone and bring up the mobile view.
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.
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!
