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Mobile AppManaging Contacts

How to Import Contacts on Mobile

Bring your contacts from your phone to your CRM

How to Import Contacts on Mobile

Instantly bring your existing relationship network into ClientKeeper.

  • Open Import: Tap the Import icon (next to the plus button) on the Contacts screen.

  • Grant Permissions: If prompted, tap Open Settings, select Contacts, and switch access to Full Access.

  • Select Leads: Back in the app, search for specific names or use Select All to bring in your entire address book.

  • Confirm: Tap Import at the top right and wait for the success message.

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