Mobile app iOS - Managing Contacts


Our mobile app for iOS lets Infusionsoft users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's.  Click here for New Infusionsoft mobile app FAQs


Viewing contact details

  • Navigate to Contacts

  • Tap on a contact

  • Tap on the "Details"

Editing contact details

  • Tap on "Details"


  • Tap "Edit"


Adding Contact Details

By tapping the + you can add phone numbers, email,  create a custom field, and add additional information

Supported types of custom fields for mobile app: 

  • Checkboxes
  • Currency
  • Date
  • Day of the week
  • Decimal number
  • Dropdown
  • Email
  • Month
  • Percent
  • Phone numbers
  • Radio buttons
  • State
  • Text 
  • Text area
  • User
  • Website 
  • Whole number
  • Year
  • Yes/No

Adding Addresses

Address will auto complete as you type using Google's Auto Address Complete feature.

  • Tap on Address field 1 in any of the address types (Shipping, Billing, Other)
  • Start typing the address you would like to save
    Click to view larger

Calling a contact

  • Navigate to Contacts

  • Tap on a contact

  • Tap on the Call button


  • If contact has multiple phone numbers, select the phone number you would like to call

  • Tap on Call

Creating a call during or after a call

  • Navigate to Contacts

  • Tap on a contact

  • Tap on the Call button

  • If contact has multiple phone numbers, select the phone number you would like to call

  • Tap on Call

  • When call is made the Infusionsoft app will automatically bring up a new note. You can write this during or after your call

Texting a contact

  • Navigate to Contacts

  • Tap on a contact

  • Tap on the Text button



  • If contact has multiple phone numbers, select the phone number you would like to text to


Note: when a phone number has been selected, your text will go out of your phone's native text messaging app.

Emailing a contact

  • Navigate to Contacts

  • Tap on a contact

  • Tap on the Email button


  • Enter subject

  • Enter message

  • Tap Send

Note: Sending From - You can select another user in your app

Delete Contact

Scroll to the bottom to delete contact record