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Work Leads from Your Phone

The Contacts tab is built for working leads between meetings or from the field. You'll move through your queues, read a contact card at a glance, then call, message, or update straight from quick actions — opening the full timeline whenever you need context before reaching out.

Entry pointBrixi mobile app → Contacts tab

Who This Is For​

  • Agents calling or messaging leads.
  • Field executives checking customer context before visits.
  • Managers reviewing mobile lead handling.

Lead Queues​

The mobile Contacts tab can include:

  • All: all visible leads and contacts.
  • Today's Followup: leads with follow-ups due today.
  • New: fresh leads waiting for action.

Start with Today's Followup, then work New, then use All for cleanup or lower-priority review.

Read a Contact Card​

A contact card may show name, source, status, owner or summary details, and quick actions. If the card alone isn't enough context, open the contact before tapping a quick action — a call goes better when you've read the last note.

Use Quick Actions​

Common mobile contact actions include:

  • Call.
  • SMS.
  • WhatsApp.
  • Email.
  • Add note.
  • Schedule task.
  • Add enquiry.
  • Update source, status, category, or lead type.

Open Contact Details​

The full contact view brings together everything logged against the person:

  • Contact information.
  • Enquiries.
  • Active deals.
  • Due tasks.
  • Upcoming meetings.
  • Property visits.
  • Pinned and all activities.
  • Notes, calls, messages, and emails.

Example: Working a New Lead​

  1. Open Contacts.
  2. Select New.
  3. Open the lead.
  4. Review source and previous activity.
  5. Call the customer.
  6. Log the call result.
  7. Add enquiry details.
  8. Create a follow-up task or schedule a visit.

Common Issues​

IssueWhat to check
Lead is not visibleCheck queue, search term, owner, and permissions.
Quick action failsCheck phone/email value, channel permissions, and network.
Contact detail is missing sectionsSome sections depend on data, permissions, or workspace modules.
Update does not appearRefresh the contact and confirm the action saved successfully.

If a lead you expect to see isn't in any queue, or sections of a contact are missing, ask your admin first — lead visibility follows owner, team, and role settings, and some contact sections only appear when your workspace has those modules enabled.

If a quick action like Call or WhatsApp fails even though the contact has a valid number and your network is fine, contact Brixi support with the contact name, the action you tapped, and any error you saw.

Mobile contact work affects contact reports, agent activity, call reports, task reports, and lead queue counts.

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.