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Create a Contact from Lead Data on Mobile

When a Lead Data record is ready for ongoing sales work, create a contact from it. Brixi carries supported details into the new contact and keeps the original Lead Data record and call history.

Entry pointBrixi mobile app → Home → Lead Data → a record → Create Contact

Who Can Do This​

Agents who can open the assigned record and create contacts can use this action. Your workspace may use another name for contacts; the button follows that name.

Create the Contact​

  1. Open the Lead Data record and review its details on Info.
  2. Tap Create Contact. If the record already has a contact, Brixi shows Open Contact instead; use that to avoid creating a duplicate.
  3. On Create Contact from Lead Data, review the prefilled name, phone, owner, source, and any other available fields. Complete or correct missing details.
  4. Open Conversion preview to see how many standard and supported custom fields will be mapped. The original Lead Data and its call history stay available.
  5. Tap Create Lead to save, or Create and View to save and open the new contact. Your workspace may use another term for contacts in parts of the app.

After creation, open the contact to continue with enquiries, notes, tasks, deals, or visits. When you reopen the original Lead Data record, its action should be Open Contact.

You can also select Create contact as the next step while logging an eligible call outcome. Brixi opens the same contact form after the call is saved.

Common Issues​

IssueWhat to check
Create Contact is unavailableCheck whether the record already shows Open Contact, then ask your admin to confirm contact creation access.
A field is missing from the new contactCheck the conversion preview and fill the field on the contact form if available. Some custom fields may not map.
The form will not saveComplete required fields and retry with a stable connection.
You suspect a duplicateSearch Contacts before creating another record.

Contact Brixi support if a contact is created but the record does not change to Open Contact, or mapped details are wrong after you verify the source record. Include the record name and which field or action is affected.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.