Help Center›CRM & Communications
What can I do in CRM on my phone?
For office teams · Updated October 26, 2026
Use this when you work CRM between stops from the ContentsOps phone app.
Where it is
Open the CRM tab. It has Today's Plan, Directory and Follow-ups, plus a map button that opens Contact Map.
Today's Plan
The same ranked list as the web. Swipe a card right to reveal Log or left to reveal Skip, then tap the button. After a skip, Undo shows for a few seconds; nothing is saved until it goes away.
Directory
Switch between Contacts and Companies, search, and open a record to call, text, email, edit or log. Add records with + Contact or + New Company.
Follow-ups
Switch between Mine and All. +1 day pushes a date, and Mark done opens the Log sheet so you record what happened.
Logging and offline
One Log sheet is used everywhere: Call, Text, Email, Visit, Meeting or Note, with the same follow-up choices as the web. Without signal the log is kept on the phone, shows Pending, and sends when you are back online. If it shows Couldn't save, try again or discard it.
On the web only
Import, Cleanup and merging, Sales Performance and referral reports, parent companies, moving a contact to another company, and adding people or a referrer to a project.