The mobile app’s calendar view will allow you to see all the activities scheduled for that day on the go. With this, you can see what time your day starts and finishes and you can prevent yourself from double-booking activities! 
<hr>
<h2>
<a name="calendar-view-in-the-i-os-app"></a>Calendar view in the iOS app
</h2>
To view all of your upcoming activities on a calendar within the Pipedrive mobile app, simply click the activities icon from the bottom of the app's home screen, then click the Calendar tab at the top of the screen. You will also have the option to click on other days in the calendar to see activities scheduled in the past or in the future. 
<figure><img src="https://kb-cms.pipedriveassets.com/calendar_view.gif" alt="calendar_view.gif" width="300" height="516" data-image="158tptwmoco3"></figure>
 To filter for the activity type or activity assignee, you can tap the filter icon in the top-left corner and apply those filters accordingly. To add a new activity, you can click on the "+ icon" in the top right corner. Here, you can easily schedule the activity and link it to any relevant deals, people and organizations. 
<hr>
<h2>
<a name="calendar-view-in-the-android-app"></a>Calendar view in the Android app
</h2>
To view all of your upcoming activities on a calendar within the Android mobile app, simply click the calendar icon from the bottom of the app's home screen, then click on the calendar icon again in the top right corner of the screen next to the filter icon. You will also have the option to click on other days in the calendar to see activities scheduled in the past or in the future. 
<figure><img src="https://kb-cms.pipedriveassets.com/calendar_view_android.gif" alt="calendar_view_android.gif" width="300" height="513" data-image="3yizppii475p"></figure>
 To add a new activity, you can click on the "+ icon" at the bottom. Here, you can easily schedule the activity and link it to any relevant deals, people and organizations.

Calendar view in the mobile apps

calendar-view-in-the-i-os-app

Calendar view in the iOS app

calendar-view-in-the-android-app

Calendar view in the Android app

When you're on the move, you may need a quick and efficient way to take notes on your activities, deals and contacts. With the audio notes feature in the Pipedrive mobile app, you can easily take and attach audio recordings as well as use the transcription feature to automatically turn any voice memos directly into a text-type note.
<hr>
<h2><a name="audio-notes-in-the-i-os-app"></a>Audio notes in the iOS app:</h2>
<div class="support-note success primary">Note: To record and transcribe audio notes, you will first have to turn on the microphone and speech recognition access in your device settings. To enable these settings, go to your device Settings &gt; Pipedrive and turn on Microphone and Speech Recognition. </div>
 Activities: To create an audio note for an activity in your company account, you can click on the activity's summary page and then click "Record audio note". If you want to create a transcribed audio note on your activity's summary page, you can toggle on the Transcription switch and hit the record button to start transcribing your note. You will be able to record and transcribe audio notes up to one minute long.
<figure><img src="https://kb-cms.pipedriveassets.com/audio_note_activity_ios_.gif" alt="audio_note_activity_ios_.gif" width="300" height="517" data-image="t7mpbhgkcyrd"></figure>
Deals and contacts: To create an audio note on a deal or contact person detail page, you can go to the deal/contact page and click on the + icon &gt; Audio Note. Tap the red button to start recording.
<figure><img src="https://kb-cms.pipedriveassets.com/IMG_9844.PNG" alt="IMG_9844.PNG" width="300" height="87" data-image="gsid5soq4ugp"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/IMG_9845.PNG" alt="IMG_9845.PNG" width="299" height="249" data-image="7nksa96xei1d"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/IMG_9846.PNG" alt="IMG_9846.PNG" width="301" height="520" data-image="ofhgmb7rgo7l"></figure>
If you want to create a transcribed audio note under your deals and contacts, you can click on the + icon, then click on "Note". From here, you can click on the microphone icon at the bottom of the keyboard and start recording your audio note to be transcribed.
<figure><img src="https://kb-cms.pipedriveassets.com/audio_note_transcription_deal_ios_.gif" alt="audio_note_transcription_deal_ios_.gif" width="300" height="513" data-image="9sa1t6ymlm7r"></figure>
<h2>
<a name="audio-notes-in-the-android-app"></a> Audio notes in the Android app:</h2>
<div class="support-note success primary">Note: To record and transcribe audio notes, you will first have to turn on the microphone access in your device settings. To enable these settings, go to your device Settings &gt; Applications &gt; Pipedrive &gt; Permissions and turn on Microphone. </div>
Activities: To create an audio note for an activity in your company account, you can click on the activity summary page and then click "Record audio note". If you want to attach a transcribed audio note to your activity summary page, you can toggle on the Transcription switch and hit the record button to start transcribing your note. You will be able to record and transcribe audio notes up to two minutes long.
<figure><img src="https://kb-cms.pipedriveassets.com/android_audio_note_activity_.gif" alt="android_audio_note_activity_.gif" width="301" height="516" data-image="17zge24gr3jn"></figure>
Deals and contacts: To create an audio note on a deal or contact person detail page, you can go to the deal/contact page, then click on the + icon &gt; Record Audio Note. Tap the red button to start recording.
<figure><img src="https://kb-cms.pipedriveassets.com/2019_06_10_16_43_30.png" alt="2019_06_10_16_43_30.png" width="299" height="309" data-image="8a63hq0tslpq"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/2019_06_10_16_45_06.png" alt="2019_06_10_16_45_06.png" width="300" height="512" data-image="absbrsgdzlfs"></figure>
If you want to create a transcribed audio note, you can click on the "+ icon", then click on "Add a note". From here, you can click on the microphone icon at the bottom of the keyboard and start recording your audio note to be transcribed.
<figure><img src="https://kb-cms.pipedriveassets.com/android_deal_page_audio_transcribe_note.gif" alt="android_deal_page_audio_transcribe_note.gif" width="301" height="514" data-image="7e6a60r4mm70"></figure>
Once you are finished recording your audio note, you will be able to see it under the Past section in your deals and contacts, and under the Note section in your activities. You can then listen to the saved audio note in the mobile app or the web app at any time.

Audio notes in the mobile apps

audio-notes-in-the-i-os-app

Audio notes in the iOS app:

audio-notes-in-the-android-app

Audio notes in the Android app:

Help us improve the Pipedrive Android app by joining the beta testing program. When you sign up for the program you will receive the upcoming app versions before they are publicly available on Google Play.
Sign up for the beta testing program here → <a href="https://play.google.com/apps/testing/com.pipedrive" target="_blank">Beta testing Pipedrive app</a>
Please submit your feedback and feature requests on the in-app feedback form by tapping the "more" menu option.
Your feedback will be very helpful for us.
Happy testing!

Android: beta testing

Activity notifications in the mobile app can be very useful when you wish to be reminded of your scheduled activities when you are away from your computer or on the go.
<hr>
<h2>
<a name="activity-notifications-in-the-i-os-app"></a>Activity notifications in the iOS app:
</h2>
To turn on Pipedrive notifications on your iOS device, go to your iOS settings &gt; Notifications &gt; Pipedrive and select the type of notifications that you would like to see. Then, in your Pipedrive mobile app, you can turn on the activity notifications by going to More &gt; Preferences &gt; Notifications. From here, you will be given options on the activity notifications you wish to receive. 
<ul>
<li>
Activities: You have the option to set up notifications for your scheduled activities. You can choose the time you wish to receive the notification, ranging from "At the time of the event" to up to "2 days before". 
</li>
<li>
All-day Activities: You have the option to set up notifications for your all-day activities. You can set them up for either "On day of event 09:00 AM", "1 day before 09:00 AM", or "2 days before 09:00 AM". <img src="https://kb-cms.pipedriveassets.com/notifications.gif" alt="notifications.gif" width="300" height="517" data-image="aqv8udhf0ced">
</li>
</ul>
<hr>
<h2>
<a name="activity-notifications-in-the-android-app"></a>Activity notifications in the Android app:</h2>
To turn on notification settings in your Android device, go to your device Settings &gt; Notifications &gt; Pipedrive and enable this option. Then in your Pipedrive mobile app, you can turn on notifications by going to “…” &gt; Preferences &gt; Activity reminder/All-day activity reminder. 

<ul>
<li>
Activity reminder: You have the option to set up notifications for your scheduled activities. You can choose the time you wish to receive the notification, ranging from "at the time of the event" to up to "2 days before". 
</li>
<li>
All-day activity reminder: You have the option to set up notifications for your all-day activities. You can set them up for either "On day of event 09:00 AM", "1 day before 09:00 AM", or "2 days before 09:00 AM". <img src="https://kb-cms.pipedriveassets.com/notifications_android.gif" alt="notifications_android.gif" width="300" height="512" data-image="kfnpigwqmzqf">
</li>
</ul>

Activity reminder notifications in the mobile app

activity-notifications-in-the-i-os-app

Activity notifications in the iOS app:

activity-notifications-in-the-android-app

Activity notifications in the Android app:

<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/szoVQejiYQ7n1tzJCLvmom.jpg" data-uuid="szoVQejiYQ7n1tzJCLvmom" data-v="4" data-type="inline" data-image="4k26q8b55pkj"></figure>
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<tbody>
<tr>
<td><h2>Feature</h2></td>
<td><h2>iOS</h2></td>
<td><h2>Android</h2></td>
</tr>
<tr>
<td spellcheck="false"><a href="https://support.pipedrive.com/en/article/focus-view-in-the-mobile-app" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001543298">Focus view</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false"><a href="https://support.pipedrive.com/en/article/the-nearby-feature" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001543638">Nearby view</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false"><a href="https://support.pipedrive.com/en/article/calling-and-logging-calls-in-the-mobile-app" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001535578">Calling and logging calls</a></td>
<td>Only in-app outgoing calls logged</td>
<td>✔️</td>
</tr>
<tr>
<td>Caller ID </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false">Statistics dashboard </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false"><a href="https://support.pipedrive.com/en/article/texting-contacts-from-the-mobile-app" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001543358">Texting from the app</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false">Pipeline view </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false">Activities list view </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false"><a href="https://support.pipedrive.com/en/article/calendar-view-in-the-mobile-apps" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001535358">Calendar view</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false">Contacts list view </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Filtering </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false">Email sync widget </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false"><a href="https://support.pipedrive.com/en/article/do-the-mobile-apps-work-offline" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001521357">Offline mode</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false">Landscape view </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false"><a href="https://support.pipedrive.com/en/article/how-do-i-sync-contacts-between-my-mobile-phone-and-pipedrive" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001520957">Phone contact importing </a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false">Detail view of deals and contacts </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false">Audio notes </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false"><a href="https://support.pipedrive.com/en/article/how-do-i-attach-photos-or-files-in-the-mobile-app" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001521417">Photo upload</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false"><a href="https://support.pipedrive.com/en/article/manually-syncing-data-in-the-mobile-app" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001534698">Manual data-sync</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td spellcheck="false"><a href="https://support.pipedrive.com/en/article/how-do-i-attach-photos-or-files-in-the-mobile-app" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001521417">File upload</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>

<tr>
<td spellcheck="false">Push notifications</td>
<td>✔️</td>
<td> ✔️</td>
</tr>
</tbody>
</table>

What features do the mobile apps have?

Manage Sales from Any Device - Pipedrive Mobile

Pipedrive's <a href="https://support.pipedrive.com/article/what-features-do-the-mobile-apps-have" target="_blank">mobile app</a> gives salespeople the tools to nurture their leads on the go.
With <a href="https://support.pipedrive.com/article/leads-inbox" target="_blank">Leads</a> for mobile, you can create new leads, as well as see and edit all of your existing leads, no matter where you are.
<hr>
<h2>Where to find it</h2>
To access the Leads Inbox in your mobile app, click the "..." in the bottom right corner, then select Leads Inbox. 
<figure style="margin-left: auto; margin-right: auto; text-align: center; max-width: 440px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-09-16%20at%2011.00.53%20AM.png" data-image="34882" width="440" height="759"></figure>
Next, you will see a list of your existing leads. You will also see the filters option in the top right corner, a search bar to its left, and the "+" button at the bottom to create a new lead. 
<figure style="margin-left: auto; margin-right: auto; text-align: center; max-width: 418px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-09-16%20at%2010.56.02%20AM.png" data-image="34884" width="418" height="818"></figure>
<div class="support-note success primary">Note: Filters available in the mobile app reflect those available in the web app. You can filter by user, or using any of the existing shared or private filters you have access to. Permission and visibility restrictions apply. </div>
<hr>
<h2>Accessing and editing leads </h2>
Clicking on an existing lead will show more information, such as linked Activities (under the Timeline section,) and default and custom field values (under the Details section.)
<figure style="margin-left: auto; margin-right: auto; text-align: center; max-width: 712px;"><img src="https://kb-cms.pipedriveassets.com/mobile%20leads%20detail.png" data-image="34885" width="712" height="663"></figure>
Other options available from this screen include: 
<ul><li>Archiving a lead (using the box icon) </li><li>Converting a lead to a deal</li><li>Sending an email to your lead's contact person (using the pencil icon) </li><li>Adding an activity or note (using the "+") </li></ul>

Leads on Mobile app

Enabling mobile notifications is essential to staying up to date with Pipedrive activity when you're on the go. 
When using the Pipedrive mobile app, it is important to make sure you are using the latest version of the app. To do this, go to the <a href="https://apps.apple.com/us/app/pipedrive/id921456160" target="_blank">Apple App store</a> or <a href="https://play.google.com/store/apps/details?id=com.pipedrive" target="_blank">Google Play store</a> from your mobile device and check to see that the Pipedrive app is downloaded and up to date.
<hr>
<h2 style="text-align: justify">
<a name="enabling-mobile-notifications-for-your-i-os-device"></a>Enabling mobile notifications for your iOS device</h2>
To enable Pipedrive notifications for your iOS device, open your Pipedrive Mobile app and go to More &gt; Preferences &gt; Set up iOS Notifications. From there, you will be brought to your iOS device's Pipedrive settings, where you can select Notifications &gt; Allow Notifications. <figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/ios%20notifications.gif" data-image="32526"></figure>
Once your iOS notifications are enabled, you will be able to configure your Pipedrive Notification Settings.
<hr>
<h2>
<a name="enabling-mobile-notifications-for-your-android-device"></a>Enabling mobile notifications for your Android device </h2>
To enable Pipedrive notifications for your Android device, click and hold the Pipedrive app on your home screen to get to app info. From there, select "Notifications" and enable the "Show Notifications" option.
Notifications should now reflect as allowed in your device's Pipedrive notification settings. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/androidnotifications.gif" alt="androidnotifications.gif" width="300" height="664" data-image="czv6foa1rt88"></figure>

Enabling mobile notifications

enabling-mobile-notifications-for-your-i-os-device

Enabling mobile notifications for your iOS device

enabling-mobile-notifications-for-your-android-device

Enabling mobile notifications for your Android device

By enabling push notifications in the mobile app, you can stay up to date on the latest progress of your deals, people and organizations in live time. 
You will first have to enable mobile notifications for Pipedrive on your mobile device. You can learn how to do this on your iOS or Android device in <a href="https://support.pipedrive.com/en/article/enabling-mobile-notifications" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360009510797">this article</a>. 
<hr>
<h2 style="text-align: justify">
<a name="i-os"></a>iOS </h2>
To enable push notifications for your deal and contact updates, go to More &gt; Preferences &gt; Notifications. Here, you will see the options to set up push notifications for your deals, people, organizations and Live Chat. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/push%20notifications%20ios.png" data-image="32537"></figure>
You can enable notifications for updates for any owned or followed deals, people, and organizations.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/deal%20notifs%20ios.png" data-image="32538"></figure>
<hr>
<h2 style="text-align: justify">
<a name="android"></a>Android</h2>
To enable push notifications for your deal and contact updates, go to More &gt; Preferences &gt; Notifications. Here, you will see the options to set up push notifications for your deals, people, organizations and Live Chat. <figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20220602-183030.png" data-image="32580"></figure>

You can enable notifications for updates for any owned or followed deals, people and organizations. <figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20220602-183041.png" data-image="32581"></figure>

<hr>
<h2 style="text-align: justify">
<a name="what-will-i-be-notified-on"></a>What will I be notified on?</h2>
Deals:
<ul>
<li>Deal marked Won/Lost</li>
<li>Note added to a deal</li>
<li>Activity added to deal</li>
<li>Deleted activity in deal</li>
<li>Edited activity</li>
<li>Delete a deal</li>
<li>Activity marked as done</li>
</ul>
 People:
<ul>
<li>Note added to a person</li>
<li>Activity added to person</li>
<li>Deleted activity in person</li>
<li>Edited activity</li>
<li>Delete person</li>
<li>Activity marked as done</li>
</ul>
 Organizations:
<ul>
<li>Note added to a organization</li>
<li>Activity added to organization</li>
<li>Deleted activity in organization</li>
<li>Edited activity</li>
<li>Delete organization</li>
<li>Activity marked as done</li>
</ul>

Push notifications in the mobile app

i-os

android

Android

what-will-i-be-notified-on

What will I be notified on?

Many people who use Pipedrive prefer to do their work in our <a href="https://support.pipedrive.com/article/what-features-do-the-mobile-apps-have" target="_blank">mobile app</a>, and now there will be more reasons to use it.
With <a href="https://support.pipedrive.com/article/insights-feature" target="_blank">Insights</a> for mobile, you can see all of the reports and dashboards created in your web app right on your mobile device.
<hr>
<h2>Where is the feature located?<a name="where-is-the-feature-located"></a></h2>
Once you have logged into your mobile app account, navigate to the side menu and click on the "Insights" tab: 
<figure style="margin-left: auto; margin-right: auto; text-align: center; max-width: 365px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2015.38.54.png" data-image="30615" width="365" height="647"></figure>
<hr>
<h2 style="text-align: justify">What can I use Insights for?<a name="what-can-i-use-insights-for"></a></h2>
Insights web view is embedded into the Pipedrive mobile app, meaning you will see exactly the same reports and dashboards as you see in the web app view.
So if you have an empty dashboard in the web app, for example, it will also be empty in the mobile app. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2016.07.36.png" data-image="30616"></figure>
However, Insights reports can't be edited or changed within the mobile app. If you would like a report or dashboard to appear differently in the mobile app, you need to edit it in the web app. 
All reports and dashboards are displayed at the same size and shown under one another in the same order as they appear in the web app:
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2015.46.35.png?1651091443270?1651091477611?1651091503001#asset:30617" data-image="30617"></figure>
<div class="support-note success primary">Note: Only six columns or bars can be shown in the report, as well as the report name, legend and filters. </div>
<ul></ul>
<hr>
<h2 style="text-align: justify">Viewing your data in mobile Insights<a name="viewing-your-data-in-mobile-insights"></a></h2>
If the report you are viewing on mobile and the field values are not visible in the legend, you can expand the legend to see all of the values by tapping on the +n button (the “n” in this case representing the number beside the plus sign):
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-12%20at%2015.01.55_2022-04-27-213913.png" data-image="30629"></figure>
You can also click on any column in a report to view the specific details within it: 
<figure style="margin-left: auto; margin-right: auto; text-align: center; max-width: 330px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-13%20at%2014.07.32.png" data-image="30619" width="330" height="330"></figure>
Switch between report pages
Since some reports are larger than the available mobile window, you can switch between report pages by tapping on the arrows or swiping on the chart area: 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-13%20at%2014.06.56.png" data-image="30618"></figure>
<div class="support-note success primary">Note: For bar and column charts, pagination appears if the quantity of columns or bars is more than six and appears horizontally and vertically.</div>
Filter dashboard by user or date
You can also apply date and user filters to a dashboard by tapping on a date or user icon (on the top right corner) and selecting an option: 
<figure style="margin-left: auto; margin-right: auto; text-align: center; max-width: 330px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2016.35.53.png" data-image="30621" width="330" height="535"></figure>
<div class="support-note success primary">Note: When you apply a filter, the filter icon becomes highlighted blue and all reports are updated according to the chosen option. A blue badge will also appear on each report that is updated.</div>
<ul></ul>
You can also restore the original state of filters by choosing the “No filters” option under each filter: 
<figure style="margin-left: auto; margin-right: auto; text-align: center; max-width: 320px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2016.35.53%20(1).png" data-image="30623" width="320" height="484"></figure>
Then all blue badges connected to the chosen filter will disappear, and you'll see the reports without any filtered data. 
Switch between dashboards
You can switch between different dashboards by clicking on the dropdown menu (where the name of the currently selected dashboard is shown) and choosing a different dashboard: 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2016.25.12.png" data-image="30624"></figure>
<div class="support-note success primary">Note: If you switch the dashboard, you'll see the chosen dashboard the next time you log in.</div>
All dashboards in the web app will appear on the list in the same order, including shared dashboards. The first dashboard listed will always appear first by default. 
Dashboards are organized by sections the same way as in the web app and can be collapsed or expanded by tapping on the section. 
Search for a specific report or dashboard
You can also search for a specific report or dashboard by tapping on the search icon and typing the keyword: 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-12%20at%2013.51.02.png" data-image="30626"></figure>
If the report or dashboard title contains the keyword, it will appear in the search results list. Once you select a dashboard or report from your search, the view will change accordingly and the chosen item will open.
If you select a report, the corresponding dashboard will open and automatically scroll down to the selected report.
Once you click the close (X) button, the search will close and show the previous dashboard view.
Previously searched keywords are saved so you can reuse them later: 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-12%20at%2013.51.06.png" data-image="30627"></figure>
<ul></ul>

Insights for mobile

where-is-the-feature-located

Where is the feature located?

what-can-i-use-insights-for

What can I use Insights for?

viewing-your-data-in-mobile-insights

Viewing your data in mobile Insights

<div class="support-note primary">Note: The address used in the Nearby Feature will always be the one listed under the default address field for an organization. In the case of a person or deal, you will see the location listed under the default address field of the organization that is linked to that deal or person.</div>
 Using the mobile app's Nearby feature, you will be able to see the addresses of your contacts that are nearby on a map. This can come in handy if you want to add a personal touch to your sales journey by stopping by when you are in the area, either for a planned meeting or as a surprise.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/rk2AhxUgH5tAuqT9mvzSrr.jpg" data-uuid="rk2AhxUgH5tAuqT9mvzSrr" data-v="4" data-type="inline" data-image="bihu1a3iu5cy"></figure>
<div class="support-note success primary">Note: The default search radius for the Nearby tool is 10km. However, this can be adjusted by zooming out on the map, then clicking "Search this area". </div>
<hr>
<h2 style="text-align: justify"><a name="the-nearby-feature-in-the-i-os-app"></a>The Nearby feature in the iOS app:</h2>
To access the Nearby feature on your iOS device, go to your Pipedrive mobile app’s home screen and click More &gt; Nearby. Here, you will see a map with all of the addresses that are near your current location. If it is the first time using the Nearby feature, you will be asked to allow Pipedrive access to your current location. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/nearby_view_ios.gif" alt="nearby_view_ios.gif" width="300" height="516" data-image="0pmojac8lhiv"></figure>
You can filter the locations that you see by switching between deals, organizations, or people by selecting from the bar at the top. 
If you want to filter the results even further on the map, you can click on the filter icon in the top-right corner and apply any custom or default filters accordingly. Here, you can filter for your <a href="https://support.pipedrive.com/article/what-types-of-custom-fields-are-there" target="_blank">address-type custom fields</a> as well, although you can only filter for one address field at a time: 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/ezgif-1-b72cc30e24.gif" data-image="30506"></figure>
After you find the address you are looking for, you can choose to view details related to that deal or contact, as well as choose to open up the address in your navigation app to be on your way. 
<div class="support-note success primary">Note: The Nearby tool will always default to open deals. However, you can filter for Won or Lost deals if you would like those to show up on the Nearby map as well. </div>
<hr>
<h2 style="text-align: justify">The Nearby feature in the Android app: <a name="the-nearby-feature-in-the-android-app"></a></h2>
To access the Nearby feature, go to your app’s home screen, and hit “…” &gt; Nearby. Here, you will see a map including all of the addresses that are nearby your current location. You will have to allow Pipedrive to access the device’s location if it’s your first time enabling this feature. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/ANDROID_nearby.gif" alt="ANDROID_nearby.gif" width="300" height="515" data-image="0b5wcxkyhsoe"></figure>
From there, you can filter your locations by switching between the deal icon, organization icon and people icon in the top right corner of the screen.
If you want to further filter the results on the map, you can click on the filter icon in the top-right corner under the geo-locator icon and apply any custom or default filters accordingly.
After you find the address you are looking for, you can choose to view details related to that deal or contact, as well as choose to open up the address in your navigation app to be on your way.

The Nearby feature

the-nearby-feature-in-the-i-os-app

The Nearby feature in the iOS app:

the-nearby-feature-in-the-android-app

The Nearby feature in the Android app:

Never let a moment go wasted when you're on the go. Just whip out your phone and get a clear map-view of your nearby clients. So whether you're surprising a nearby prospect or just making the most of your time, our mobile nearby service has got your covered.

Mobile Nearby view lets you:

- Discover which clients are in the neighborhood
- Schedule meetings next to each other
- Get directions to your next appointment
- Make the most of your spare time

Pipedrive Mobile Nearby View  - See who's in the neighborhood

Pipedrive mobile app: manage your sales from any device

<div class="support-note primary">
Note: The note scanner feature is only available on Android.</div>
Handwriting notes during your workday is still widespread. To save you time typing up your notes afterward, Pipedrive has a note scanner, which allows you to transcribe handwritten or typed text directly into the app, so all you need to do is edit what you would like to add to your Pipedrive deal or contact.
How it works
When you open the app, go to the deal or contact you would like to add the note to. Click on the plus sign (+) and select "Add a note".
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-07%20at%2012.08.46.png" data-image="30426"></figure>
At the bottom of the note, click on the scanning option. You can then focus your camera on your note and click to take a picture. Click "OK" if the image is clear and it will be scanned as a note. 
<div class="support-note primary">
Note: You will need to allow the Pipedrive app access to your images in order to use this feature.</div>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-11-26_at_15-21-57.gif" alt="Screen_Capture_on_2020-11-26_at_15-21-57.gif" data-image="np8lyfiq7no1"></figure>
Make any edits or spelling changes to your note that you want and it will be saved to your deal or contact.
<div class="support-note primary">
Note: The note scanner currently does not work for activity notes.</div>

Note scanner in the mobile app

You can easily upload existing or new photos to deals or contacts on the Pipedrive mobile app when you're on the go. This is extremely useful if you want to take a quick photo of your meeting notes to attach to any relevant contacts or deals or add a snapshot of a contact's business card after meeting them at the latest sales convention.
<hr>
<h2>
<a name="attaching-photos-in-the-i-os-app"></a>Attaching photos in the iOS app
</h2>
To attach a photo from your phone to a deal or contact, go to the detail page of a deal or contact, tap on the "+" button, and select "Photo". Here, you have the options to choose a photo from your camera roll or take a photo. If you select "Camera roll", you will be prompted to select a photo that already exists in your photo gallery. 
<figure><img src="https://kb-cms.pipedriveassets.com/attach_photo_ios.gif" alt="attach_photo_ios.gif" width="299" height="515" data-image="k8c8fcvvlncv"></figure>
If you select “take a photo”, you will be given the option to take a photo to attach to the deal or contact directly. The uploaded photo will then be saved under the “timeline” tab of your deal or contact. 
<figure><img src="https://kb-cms.pipedriveassets.com/attached_photo.PNG" alt="attached_photo.PNG" width="300" height="518" data-image="k155cs2kq5ft"></figure>
 
<hr>
<h2>
<a name="attaching-photos-and-files-in-the-android-app"></a>Attaching photos and files in the Android app
</h2>
To attach a photo from your phone to a deal or contact, go to the detail page of the deal or contact and click on the "+" button. Here, you have the options to either choose a photo from your camera roll or directly take and attach a photo. If you select “attach file”, you will be prompted to select any photos or files that already exist in your phone storage. 
<figure><img src="https://kb-cms.pipedriveassets.com/attach_photo_android.gif" alt="attach_photo_android.gif" width="300" height="516" data-image="7cfg0qxlgm3v"></figure>
 If you select “take photo”, you will be given the option to take a photo to attach to the deal or contact directly. 
The uploaded photo will then be saved under the “timeline” tab of your deal or contact. 
<figure><img src="https://kb-cms.pipedriveassets.com/2019_05_31_13_05_09.png" alt="2019_05_31_13_05_09.png" width="300" height="514" data-image="w14rlp0slkgg"></figure>

How do I attach photos or files in the mobile app?

attaching-photos-in-the-i-os-app

Attaching photos in the iOS app

attaching-photos-and-files-in-the-android-app

Attaching photos and files in the Android app

When working in the mobile app, you may run into some technical issues that prevent you from having a seamless Pipedrive experience. We’ve provided a few troubleshooting tips in this article that you can test out if you run into any loading or syncing issues while using the mobile app. Troubleshooting iOS devices
<ul>
<li>
Manually syncing Try manually syncing the app to the web app. To learn how to manually sync the data, you can take a look at this article <a href="https://support.pipedrive.com/en/article/manually-syncing-data-in-the-mobile-app" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001534698">here</a>. 
</li>
<li>
Updating the app. For the optimal Pipedrive experience, make sure your app is updated to the latest version. To do this you can go to the App Store &gt; Updates &gt; Pipedrive &gt; Update.
</li>
<li>
Uninstalling and re-installing the app. This will effectively clear any cache issues in your mobile app that could be causing problems as well as update the app to the latest version. To do this, you can go to the home screen of your iOS device, hold down the Pipedrive app until the X shows up in the top left corner of the app icon, and click on the "X" to uninstall the app. To re-install the app, you can go to the App Store &gt; Pipedrive &gt; Get. 
</li>
</ul>
Troubleshooting Android devices 
<ul>
<li>
Manually syncing Try manually syncing the mobile app to the web app. To learn how to manually sync the data, you can take a look at this article <a href="https://support.pipedrive.com/en/article/manually-syncing-data-in-the-mobile-app" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001534698">here</a>. 
</li>
<li>
Updating the App For the optimal Pipedrive experience, make sure your app is updated to the latest version. To do this you can go to the Play Store &gt; Pipedrive &gt; Update.
</li>
<li>
Force clear cache There’s a manual way to clear the mobile app’s cache on Android devices. To do this, you can go to your device’s Settings &gt; Applications &gt; Pipedrive &gt; Force stop &gt; Confirm. Once done, you can go to "Storage" and click on "Clear Data" and "Clear Cache". 
</li>
<li>
Uninstalling and re-installing the App To do this, you can go to the home screen of your Android device, hold down the Pipedrive app until the option to uninstall shows up and click to uninstall the app. To re-install the app you can go to the Play Store &gt; Pipedrive &gt; Install.
</li>
</ul>
If you are still having issues with the mobile app, feel free to <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">reach out our support team</a>.

Troubleshooting: mobile app

<div class="support-note success primary">Note: You are only able to send texts to the phone number listed under the default phone number field for a person contact. </div>
<div>Do your contacts prefer to correspond through SMS? Texting a contact person from the mobile apps couldn't be easier.</div>
<div class="support-sections">
<hr>

</div>
<h2>
<a name="texting-contacts-from-the-i-os-app"></a>Texting contacts from the iOS app:
</h2>
To text the contact directly, you can go to the contact's detail page and click on the speech bubble icon. Once clicked, you will be brought to create a new message in your phone's Messages app with the contact person's default phone number already populated. 
<figure><img src="https://kb-cms.pipedriveassets.com/ios_texting_.gif" alt="ios_texting_.gif" width="300" height="514" data-image="0lgf66456a7d"></figure>
<hr>
<h2>
<a name="texting-contacts-from-the-android-app"></a>Texting contacts from the Android app: 
</h2>
To text the contact directly, you can go to the contact's detail page and click on the envelope icon. Once clicked, you will be brought to create a new message in your phone's Messages app with the contact person's default phone number already populated. 
<figure><img src="https://kb-cms.pipedriveassets.com/texting_android_app.gif" alt="texting_android_app.gif" width="303" height="512" data-image="q93485s0t95i"></figure>
<div class="support-note success primary"> Note: Your network charges will be applied to any text messages sent through the Pipedrive mobile apps. </div>

Texting contacts from the mobile app

texting-contacts-from-the-i-os-app

Texting contacts from the iOS app:

texting-contacts-from-the-android-app

Texting contacts from the Android app:

Pipedrive syncs data between the Pipedrive mobile app and Pipedrive web app regularly, but if you are in a hurry or you have just updated something important, you can manually sync your data from your mobile app.
 There are two ways to manually sync your data from the mobile app.
<ul>
<li>The first way is by dragging your finger down the screen in any view in the mobile app. If the sync is successfully activated, a spinning circle will appear briefly at the top before loading the new data. </li>
<li>
The second way to manually sync your mobile and web data would be to click on either More &gt; Synchronize data in the iOS app or "..." &gt; Synchronize data in the Android app. In this section, you will also be able to see when the data was last synced with the web app. 
<table>
<tbody>
<tr>
<td><ul>
<li>
iOS app:</li>
</ul></td>
<td><ul>
<li>
Android app:
</li>
</ul></td>
</tr>
<tr>
<td><ul>
<li><img src="https://kb-cms.pipedriveassets.com/Manual_sync_ios.gif" alt="Manual_sync_ios.gif" width="301" height="519" data-image="ur3prqwvi5dz"></li>
</ul></td>
<td><ul>
<li><img src="https://kb-cms.pipedriveassets.com/manual_sync_android.gif" alt="manual_sync_android.gif" width="300" height="511" data-image="o7xczjgflelg"></li>
</ul></td>
</tr>
</tbody>
</table>
 
</li>
</ul>

Manually syncing data in the mobile app

There are two ways to sync your mobile phone contacts with Pipedrive. The first option will import your phone contacts to Pipedrive through the Pipedrive mobile app. The second option will sync your phone contacts and Pipedrive contacts with each other through a third-party contact provider.
<hr>
<h2>
<a name="syncing-contacts-in-the-i-os-app"></a>Syncing contacts in the iOS app
</h2>
<ul>
<li>
 Use the import contacts feature on the Pipedrive iOS app to transfer contacts directly from your address book to Pipedrive. To do this, go to "More" from your app’s home screen and select "Import contacts". You will have to grant Pipedrive access to your contacts. You will be given the option to individually select the contacts you wish to be imported to your Pipedrive contacts or to import all of them by toggling the "Select all" button and clicking "Done". <img src="https://kb-cms.pipedriveassets.com/import_contacts.gif" alt="import_contacts.gif" width="300" height="516" data-image="5p5zj8ryelks">
</li>
</ul>
<ul>
<li>
Use a third-party contact sync provider to sync your iPhone contacts with your Pipedrive contacts. To use a third-party app – such as Google Contacts or Outlook Contacts – to sync your phone contacts and Pipedrive, you will have to first sync your phone contacts with that third-party contact provider. To read more on how to sync Google Contacts with your mobile device, click <a href="https://support.google.com/contacts/answer/2753077?hl=en&amp;co=GENIE.Platform=iOS&amp;oco=1&amp;visit_id=636922404355603829-1575828245&amp;rd=1" target="_blank">here</a>. To read more on how to sync Outlook Contacts with your mobile device, click <a href="http://office365.4team.biz/sync-iphone-outlook.aspx" target="_blank">here. </a>Once you have set up the connection, you can turn on the contact sync feature in the Pipedrive web app. To learn more about how to set up the contact sync feature, click <a href="https://support.pipedrive.com/en/article/contact-sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">here</a>. Once the contact sync feature has been enabled, the contacts between your Pipedrive and phone will be in sync.
</li>
</ul>
<hr>
<h2>
<a name="syncing-contacts-in-the-android-app"></a>Syncing contacts in the Android app
</h2>
<ul>
<li>
Use the import contacts feature on Pipedrive Android app to transfer contacts directly from your address book to Pipedrive. To do this, go to the “...” button in the bottom right of your app’s home screen, scroll down and select "Import contacts". You will be able to individually select the contacts you wish to be imported – or import all of them by toggling the "Select all" button – and click Import &gt; Import contacts. <img src="https://kb-cms.pipedriveassets.com/import_contacts_android.gif" alt="import_contacts_android.gif" width="300" height="508" data-image="fft86wuqxjn9">
</li>
</ul>
 
<ul>
<li>
Use a third-party contact sync provider to sync your Android contacts with Pipedrive contacts. To use a third-party app – such as Google Contacts or Outlook Contacts – to sync your phone contacts and Pipedrive, you will have to first sync your phone contacts with that third-party contact provider. To read more on how to sync Google Contacts with your mobile device, click <a href="https://support.google.com/contacts/answer/2753077?hl=en&amp;co=GENIE.Platform=iOS&amp;oco=1&amp;visit_id=636922404355603829-1575828245&amp;rd=1" target="_blank">here</a>. To read about how to sync Outlook Contacts with your Android device, click <a href="https://support.office.com/en-gb/article/can-t-sync-calendar-and-contacts-with-my-phone-or-tablet-8479d764-b9f5-4fff-ba88-edd7c265df9f" target="_blank">here. </a>Once you have set up the connection, you can turn on the contact sync feature in the Pipedrive web app. To learn more about how to set up the contact sync feature, click <a href="https://support.pipedrive.com/en/article/contact-sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">here</a>. Once the contact sync feature has been enabled, the contacts between your Pipedrive and phone will be in sync. 
</li>
</ul>

How do I sync contacts between my mobile phone and Pipedrive?

syncing-contacts-in-the-i-os-app

Syncing contacts in the iOS app

syncing-contacts-in-the-android-app

Syncing contacts in the Android app

The focus view is built to show you information related to the most pressing matters of the day right when you open up your mobile app. Here are the main components of the focus view: 
<hr>
<h2>iOS focus view<a name="i-os-focus-view"></a></h2>
Overdue deals and activities widget In this widget, you can see the number of overdue activities and deals. This will include activities with due dates that have passed. It will also show you deals that are either open and rotten or have an expected close date in the past. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-30_at_12.13.04_PM.png" alt="Screen_Shot_2019-05-30_at_12.13.04_PM.png" width="149" height="37" data-image="qxza0ielws3r"></figure>

 Mail widget If you have your email sync enabled, you will see a blue email icon next to the overdue icon. The count you see here will represent the number of emails that are currently unread in your Inbox. You will be taken to the Inbox after clicking on this widget. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-30_at_12.31.17_PM.png" alt="Screen_Shot_2019-05-30_at_12.31.17_PM.png" width="151" height="38" data-image="d6ir7xbvnbq8"></figure>

 Nearby widget If you allow Pipedrive to access your location, you will also see the count of the deals and contacts that have an address near your current location. You will be taken to the Nearby feature after clicking on this widget. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-30_at_12.31.22_PM.png" alt="Screen_Shot_2019-05-30_at_12.31.22_PM.png" width="149" height="37" data-image="1xyn15z3bjmp"></figure>
 
<figure><img src="https://kb-cms.pipedriveassets.com/focus_view_ios_.gif" alt="focus_view_ios_.gif" width="300" height="517" data-image="ro0k7xzml1qf"></figure>
 Activities/deals for today and the following week Under the widgets, you will see the activities that are due today as well as all of your activities that are due in the following days. If you have deals with an expected close date of this week, it will show up under this section as well. 
<figure><img src="https://kb-cms.pipedriveassets.com/IMG_9804.PNG" alt="IMG_9804.PNG" width="300" height="161" data-image="er7ulk2g0k2u"></figure>
 If you want to reschedule the activity in the focus view, you can hold and swipe the activity to the right, which will give you the option to reschedule the activity to a later time. 
<figure><img src="https://kb-cms.pipedriveassets.com/reschedule_focus_ios.gif" alt="reschedule_focus_ios.gif" width="300" height="517" data-image="0oo9ml5n1vcv"></figure>
 + icon to add activities If you want to add new activities from the focus view, you can add them through the + icon in the top right corner of the focus view or under each of the days of the week.
<hr>
<a name="%22C2%E2%80%9DIamCs"></a>
<a name="C2IamCs"></a>
<h2>Android focus view <a name="android-focus-view"></a></h2>
Overdue activities widget In this widget, you can see the number of overdue activities, meaning activities with due dates that have passed. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-30_at_12.18.23_PM.png" alt="Screen_Shot_2019-05-30_at_12.18.23_PM.png" width="151" height="38" data-image="um369zz1skgz"></figure>

 Mail widget If you have your email sync enabled, you will see a blue email icon next to the overdue icon. The count you see here will represent the number of emails that are currently unread in your Inbox. You will be taken to the Inbox after clicking on this widget. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-30_at_12.31.17_PM.png" alt="Screen_Shot_2019-05-30_at_12.31.17_PM.png" width="151" height="38" data-image="gzjsfgq2u4h3"></figure>
 
<figure><img src="https://kb-cms.pipedriveassets.com/focus_view_widgets_android_.gif" alt="focus_view_widgets_android_.gif" width="300" height="511" data-image="mpq28fp3588x"></figure>
 Activities/deals for today and the following week Under the widgets, you will see the activities that are due today as well as all of your activities due in the following days. If you have deals with an expected close date of this week, it will show up under this section as well. 
<figure><img src="https://kb-cms.pipedriveassets.com/2019_05_31_11_04_03.png" alt="2019_05_31_11_04_03.png" width="300" height="199" data-image="js3v12493pun"></figure>
 If you want to reschedule the activity in the focus view, you can hold and swipe the activity to the right, which will give you the option to reschedule the activity to a later time. 
<figure><img src="https://kb-cms.pipedriveassets.com/android_reschedule_activities.gif" alt="android_reschedule_activities.gif" width="300" height="511" data-image="ati08sexs2c2"></figure>
 + icon to add activities If you want to add new activities from the focus view, you can add them through the green + icon in the top right corner of the focus view or under each of the days of the week.

Focus view in the mobile app

i-os-focus-view

iOS focus view

android-focus-view

Android focus view

Offline mode is simply when your phone does not have internet access. Unlike on the Pipedrive desktop web app where you need to be online to work, you will be able to work on the mobile apps even if you do not have an internet connection. This is extremely useful for people working on the move. Whether you're in the sky without internet access and still want to take down some notes before your next meeting or on the train on the way to the office, you will always be able to make changes directly in the mobile app.
How does it work?
It’s simple. When you no longer have an internet connection, you will still be able to move deals along your pipeline, add notes, activities and anything you would normally do within the Pipedrive mobile app. When your phone regains an internet connection, Pipedrive will then sync the new or updated data from your mobile app to your web app automatically.

Do the mobile apps work offline?

General mobile app questions

<h2 style="text-align: justify"><a name="calling-from-the-i-os-app"></a>Calling from the iOS app </h2>
Calling a contact person from the Pipedrive mobile app couldn't be easier. When you have a deal or contact person's page open, just click on the green phone icon next to the listed number or at the bottom of the screen. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/call%20iphone%20pipedrive.gif" data-image="31630"></figure>
If you want the call logged as an activity under your deals or contacts, you will first have to go to More &gt; Preferences &gt; Call logging and enable the feature. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/call%20logging%20ios.gif" data-image="31633"></figure>
Once you turn this on, the mobile app will then automatically prompt you to log phone calls as activities once the phone call is over. In the Call Summary view of the prompted activity, you can fill in the activity details and notes, as well as schedule follow-up activities for that contact.
<div class="support-note success primary">Note: iOS system limitations will currently only log outgoing calls that you make from inside the Pipedrive mobile app. This means that Pipedrive won’t prompt you to log incoming calls or any outgoing calls made from outside of the app. </div>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Image%20from%20iOS%20(1).png" data-image="31634"></figure>
<div class="support-note success primary">Note: Call logging also only works with the phone number listed under the default phone number field of the person contact, meaning calls from numbers listed under notes or custom fields won’t be logged. </div>
Calling with WhatsApp
Pipedrive users who use WhatsApp can also configure the Pipedrive mobile app to make phone calls through the WhatsApp application. To enable this, go to More &gt; Preferences &gt; Call Integrations and enable the WhatsApp option found there. The option to enable WhatsApp will only appear if WhatsApp is installed on the mobile device in question.  
Caller ID in the iOS app
The Caller ID feature on iOS devices will show the caller and linked organization name as long as the number exists in Pipedrive under an existing contact person.
It’s important to keep in mind that Caller ID on iOS devices will only work for numbers with country codes. iOS platform restrictions only give the ability to show the Pipedrive contact name on an incoming call.
<hr>
<h2 style="text-align: justify">
<a name="calling-from-the-android-app"></a>Calling from the Android app</h2>
<div class="support-note primary">
Note: To make calls from an Android device, you will first have to enable calling from the Pipedrive mobile app. You can learn how to enable calling <a href="https://support.pipedrive.com/hc/en/articles/360009848578" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360009848578">in this article</a>. </div>
If you want to make phone calls to your contacts in the Android app, you can go to the deal or contact’s detail page, and simply hit the phone icon at the top. <figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/call%20from%20mobile.gif" data-image="32509"></figure>

You can also go to the people list view and hit the phone icon on the right-hand side of the screen.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/people%20list%20mobile.png" data-image="32504"></figure>
The Android app can log both incoming and outgoing calls. To enable the call logging feature in the app, go to “…” &gt; Preferences and enable the log calls options accordingly.
<ul>
<li>Log outgoing calls on Pipedrive This option will allow you to log outgoing calls made from the Pipedrive app as activities</li>
<li>Log outgoing calls outside Pipedrive This option will allow you to log calls made from outside of the Pipedrive app as activities.</li>
<li>Log incoming calls This option will allow you to log incoming calls from Pipedrive contacts.</li>
<li>
Caller ID for incoming calls This option will display the contact name, and any linked organization and deal names on the screen for any incoming calls.</li></ul><figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/ezgif-5-e76ddc5f66.gif" data-image="32522"></figure>

Your calls will then look like this when it's logged, allowing you to write down notes and enter other details related to the call: <figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Image%20from%20iOS%20(3).png" data-image="32521"></figure>

 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/PHOTO-2022-06-01-11-37-12.png" data-image="32501"></figure>
Caller ID in the Android app
With the Caller ID feature on Android, you will be able to see the caller name, company, and deal information on your screen as long as the number exists in Pipedrive as an existing contact person.
Any missed calls from existing contacts will leave a Missed Call Notification, with the options to “call back” or “add activity”, to schedule a call for a future date.
<div class="support-note success primary">Note: Your standard network charge will be applied to any calls made from the Pipedrive mobile app. </div>

Calling and logging calls in the Mobile App

calling-from-the-i-os-app

Calling from the iOS app

calling-from-the-android-app

Calling from the Android app

<div class="support-note primary">
Note: The web-to-mobile calling feature is one of the many useful features of Pipedrive’s Advanced, Professional and Enterprise plans.</div>
 If your workday consists of using Pipedrive on a computer but making phone calls to customers from a mobile device, an efficient way to quickly start phone calls is extremely important. The web to mobile calling allows you to start a call on your mobile device directly from your Pipedrive web app, with just a few clicks.
The calls you make will be charged on your usual phone bill.
<hr>
<h2>
<a name="before-you-call"></a>Before you call </h2>
Before you call there are a few steps to configure: 
<ul>
<li>To use the web-to-mobile calling feature, you will first have to make sure you have the mobile app installed and updated to the latest version. To do this, go to the <a href="https://apps.apple.com/us/app/pipedrive/id921456160" target="_blank">Apple App store</a> or <a href="https://play.google.com/store/apps/details?id=com.pipedrive" target="_blank">Google Play store</a> from your mobile device and check to see that the Pipedrive app is downloaded and up to date.</li>
<li>You will also need to make sure mobile notifications is enabled on your device. You can learn about how to do this <a href="https://support.pipedrive.com/en/article/enabling-mobile-notifications" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360009510797">in this article</a>. </li>
<li>
Android users will also need to enable calling on their devices. You can learn about how to do this <a href="https://support.pipedrive.com/en/article/how-can-i-enable-calling-in-the-android-app" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360009848578">in this article</a>.</li>
</ul>
<hr>
<h2>
<a name="accessing-the-web-to-mobile-feature"></a>Accessing the web-to-mobile feature</h2>
To initiate calling in your Pipedrive account, you can click on any phone number saved under a contact in the <a href="https://support.pipedrive.com/en/article/list-view" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000146149">list view</a> or <a href="https://support.pipedrive.com/en/article/detail-view" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">detail view.</a> You will see a window appear that will allow you to configure the settings of your call. 
Make sure you have the Phone tab selected and click on "Start the call from Pipedrive mobile app" before clicking on "Start call".
<div class="support-note primary">
Note: the Caller call transferred to a connected device option refers to our <a href="https://support.pipedrive.com/en/article/caller" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001990917">Caller feature</a>, another method of calling from Pipedrive. </div>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-06-18_at_11.06.04_AM.png" alt="Screen_Shot_2020-06-18_at_11.06.04_AM.png" data-image="7c2nttyhxl2x"></figure>
Once you initiate the call, you will receive a notification from the Pipedrive mobile app on your mobile device telling you that the call has been initiated from your web app. Once you click on the notification, you will see the option to continue the call on your mobile device. 
Below is the full flow for your web app and mobile device: 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-06-16_at_17-30-18.gif" alt="Screen_Capture_on_2020-06-16_at_17-30-18.gif" data-image="8pd321nvvmn0"></figure>
Once the call is completed, you will be automatically prompted in the web app to write any notes, schedule a follow-up call if needed and log it as an activity.
<hr>
<h2>
<a name="why-can-t-i-make-calls"></a>Why can't I make calls? </h2>
There could be a number of reasons why you see an error message when trying to make a call. 
Download the mobile app
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-06-17_at_12.06.09_PM.png" alt="Screen_Shot_2020-06-17_at_12.06.09_PM.png" width="400" height="325" data-image="lgt4zy4s6ht2"></figure>
You can only use this feature if you have the Pipedrive <a href="https://www.pipedrive.com/en/features/mobile-crm" target="_blank">mobile app</a> installed and up to date. 
Update to the latest version of the app
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-06-17_at_12.20.48_PM.png" alt="Screen_Shot_2020-06-17_at_12.20.48_PM.png" width="401" height="123" data-image="r44tzmfsvult"></figure>
To make sure your app is updated to the latest version, go to the <a href="https://apps.apple.com/us/app/pipedrive/id921456160" target="_blank">Apple App store</a> or <a href="https://play.google.com/store/apps/details?id=com.pipedrive" target="_blank">Google Play store</a> from your mobile device and check to see that the Pipedrive app is downloaded and up to date.
Enable mobile notifications 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-06-17_at_12.05.37_PM.png" alt="Screen_Shot_2020-06-17_at_12.05.37_PM.png" width="399" height="128" data-image="y4pujdxn7tjd"></figure>
You can learn how to enable mobile notifications <a href="https://support.pipedrive.com/en/article/enabling-mobile-notifications" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360009510797">in this article</a>. 
Enable mobile calling (Android)
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-08_at_13.14.55.png" alt="Screenshot_2020-06-08_at_13.14.55.png" width="401" height="125" data-image="a1c2vl67un2a"></figure>
You can learn how to enable calling for android devices <a href="https://support.pipedrive.com/en/article/how-can-i-enable-calling-in-the-android-app" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360009848578">in this article</a>.

Web-to-mobile calling

before-you-call

Before you call

accessing-the-web-to-mobile-feature

Accessing the web-to-mobile feature

why-can-t-i-make-calls

Why can't I make calls?

To make calls from Pipedrive on your Android device, you will first have to enable calling with the Pipedrive app. To do this, go to your device's Settings &gt; Apps &gt; Pipedrive &gt; Permissions &gt; Telephone, and select Allow. 
<figure><img src="https://kb-cms.pipedriveassets.com/androidcalling.gif" alt="androidcalling.gif" width="302" height="635" data-image="6h6zp7trmx7x"></figure>
Once you've enabled calling, you can start <a href="https://support.pipedrive.com/en/article/calling-and-logging-calls-in-the-mobile-app#C2" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001535578">calling and logging calls</a> directly from the Pipedrive App.

Knowledge Base

Mobile apps

General mobile app questions

Calling with the mobile app

Got any questions?