Manny Martinez Asked:
“I manually entered new contacts on the web, but when I search for them in the mobile app, they don’t show. I’ve tried logging out and back in, but that didn’t work. Why aren’t all my contacts being found on the mobile app?”
The Answer:
When using the Agent CRM mobile app, it’s recommended to search for contacts by their first name. The search feature may not yield results when using last names. If you’re still unable to locate your contacts, consider the following steps:
Step-by-Step Troubleshooting
- Search by First Name:
- Open the Agent CRM mobile app.
- Enter the contact’s first name in the search bar.
- Ensure Data Synchronization:
- Confirm that your mobile app is synchronized with the web version.
- To manually sync, navigate to the Contacts section and perform a pull-to-refresh action.
- Verify Contact Details:
- Log in to the web version of Agent CRM.
- Ensure that the contact information, especially the first name, is correctly entered.
- Update the Mobile App:
- Check for any available updates for the Agent CRM mobile app in your device’s app store.
- Updating can resolve potential issues related to contact synchronization.
- Reinstall the App:
- If problems persist, uninstall and reinstall the Agent CRM mobile app to address any underlying issues.
Additional Resources
For more information on managing contacts, consider exploring the following resources:
- Blog Post: Importing Leads with Agent CRM: Step-by-Step Guide
- Blog Post: How To Filter Contacts & Create Contact Lists
Also be sure to check out our Youtube Channel:
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