Navigating Contact and Leads in the Groove Mobile App

Overview

The Groove Mobile app enhances your sales teams' productivity with its intuitive feature for adding contacts and leads to Salesforce. Designed for efficiency, this functionality allows you to seamlessly integrate new contacts or leads into Salesforce with just a few taps.

Ease of Use: The Groove Mobile app streamlines the process, enabling quick additions with minimal clicks, making it easier than ever to manage your contacts.

Customized Data Entry: Tailor your data entry experience by only filling out the information that matters most to you as a seller. This personalized approach ensures you can focus on what’s important without getting overwhelmed by unnecessary fields.

How To Add Contacts and Leads:

1. To start, click the 'Create Lead or Contact' button on the floating plus sign icon at the bottom of the Groove Mobile app.

2. Once you’re on the create contact or lead page, you’ll see various fields that reflect those in your Omnibar on the web version of Groove. These fields are customized based on your admin’s configuration. For more information on field setup, please refer to this guide.

3. Some fields will be marked as required; make sure you complete these to successfully add the contact or lead to Salesforce.

Finally, click “Done” to finalize the creation of the contact or lead in Salesforce!