Handheld Contact API: Sharing a Contact, Creating an Activity, Note, History and Sales Opportunity

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: Handheld Contact API is a versatile tool that allows you to efficiently manage your contacts and interactions on mobile devices. In this tutorial, we will explore how to share a contact as a vCard and create various activities, notes, histories, and sales opportunities. These features provide a seamless experience for keeping track of essential information and staying organized while on the go.

  1. Sharing a Contact:

    • To share a contact, navigate to the desired contact details.
    • Click on the “Share” option located at the bottom of the screen.
    • Choose to share the contact as a vCard or copy it to the clipboard for use in emails or other applications.
  2. Managing Activities:

    • Access the contact details and click on the “Activities” tab.
    • Click on the plus sign (+) in the bottom right-hand corner to add a new activity.
    • Enter the activity details, such as the subject, date, time, and any additional information related to the task or event.
    • Click “Done” to save the activity.
  3. Taking Notes:

    • Within the contact details, select the “Notes” section.
    • Click on the plus sign (+) to add a new note.
    • Enter your note’s content, or utilize the iPad’s dictation feature to dictate the note.
    • Click “Done” to save the note.
  4. Recording Histories:

    • In the contact details, access the “History” section.
    • Click on the plus sign (+) to create a new history entry.
    • Select the appropriate category, such as a phone call or meeting, and add relevant details in the “Regarding” and “Details” fields.
    • Click “Done” to save the history entry.
  5. Managing Sales Opportunities:

    • To create a sales opportunity, go to the contact details and select the “Opportunities” tab.
    • Click on the plus sign (+) to initiate a new sales opportunity.
    • Add the necessary information, such as the opportunity name, expected close date, and value.
    • Click “Done” to save the opportunity.

Conclusion: Handheld Contact API offers a robust set of features to streamline your contact management process on mobile devices. From sharing contact information to scheduling activities, adding notes, recording histories, and managing sales opportunities, this tool enables you to stay organized and productive while working on the go. Whether you prefer using an iPad or an iPhone, Handheld Contact API provides a seamless experience for efficiently managing your contacts and interactions. Thank you for reading, and have a great day!