How to use the contact card in the app
On the customer's card, edit details and tags, call or message on WhatsApp, set up an appointment, create a task, open a deal, and jot down what matters.
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
On this page
The contact card brings everything about the customer together: details, tags, deals, upcoming appointments, notes, and history. The shortcuts at the top take you straight to WhatsApp, a call, the calendar, and tasks.
Step by step
- Step 1:
In Contacts, tap the customer to open their card.
- Step 2:
At the top, Edit changes the name, phone, and email, and Edit tags adds or removes tags, like Student.
- Step 3:
The shortcuts handle the rest: WhatsApp opens the conversation, Call calls from your phone, Schedule sets up an appointment, and Task creates a task linked to the customer.
- Step 4:
In Deals, New opens a deal in the pipeline for the customer. Below, the Calendar with Schedule appointment.
- Step 5:
In Notes, write down what's worth remembering about the customer and tap Save note. The History shows everything that's happened with them.
How to know it worked
Changes show up right away, both in the app and in the web dashboard. Tasks and appointments created from the card are already linked to the customer.
If something goes wrong
The Call button doesn't do anything.
It uses your phone's dialer. On iPad or in the simulator, there's no way to make a call.
Next step
Schedule a follow-up message for the customer.
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