<div class="support-note success primary">Note: This integration is built by Aircall. For any feedback, please contact Aircall directly.</div>
<div class="support-note success primary">Note: Only admin users can set up the <a href="https://www.pipedrive.com/marketplace/app/aircall/9e22c78e800871e6" target="_blank" rel="noreferrer noopener">Aircall integration</a> in a Pipedrive company account. </div>
Aircall can be used to set up and manage phone operations for your company, and <a href="https://www.pipedrive.com/marketplace/app/aircall/9e22c78e800871e6" target="_blank" rel="noreferrer noopener">Aircall integration</a> lets you make phone calls from Pipedrive using Aircall’s functions, so you can stay productive without switching back and forth.
This integration logs all inbound/outbound calls and voicemails as activities in Pipedrive and automatically generates new Pipedrive contacts whenever you call a phone number that does not match an existing contact phone number in your Pipedrive database.
<hr>
<h2 style="text-align: justify">Installing the integration</h2>
<div class="support-note success primary">Note: To install the Aircall integration through Pipedrive’s Marketplace, check out <a href="https://www.pipedrive.com/en/marketplace/app/aircall/9e22c78e800871e6" target="_blank" rel="noreferrer noopener">this page. </a></div>
First, you need an Aircall account. To create one:
<ul>
<li>Go to the <a href="https://aircall.io/" target="_blank" rel="noreferrer noopener">Aircall website</a>.</li>
<li>Register for a new account by providing an email address.</li>
<li>Confirm your new account via email at the provided email address.</li>
<li>Add a company phone number in the Aircall web app.</li></ul>
Once your account is registered, you can connect Aircall to Pipedrive.
<ul>
<li>Follow <a href="https://aircall.io/call-center-software-integrations/pipedrive/" target="_blank" rel="noreferrer noopener">this link</a> to connect your Aircall account to Pipedrive</li>
<li>Click Connect &gt; Install integration</li>
<li>Select your desired phone number, your Pipedrive URL and Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/207344545-How-can-I-find-my-personal-API-key-" target="_blank" rel="noreferrer noopener">API token</a> when prompted.</li>
<li>Confirm that Pipedrive is now displayed as an active integration.</li>
</ul>
<hr>
<h2 style="text-align: justify">Setting up the integration</h2>
To set up a click-to-dial system in Pipedrive:
<ul><li>Open the account menu on the top right and go to Tools and apps &gt; Phone calls &gt; <a href="https://app.pipedrive.com/settings/caller" target="_blank" rel="noreferrer noopener">Personal</a> </li><li>Set up the default calling method to “web+aircall:[number]“, as shown below</li><li>Click “Save settings“ </li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Aircall.png" alt=""></figure>
When you click on a phone number in Pipedrive, you’ll be prompted by your browser to allow Aircall to be your default calling program.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-06_at_2.11.41_PM.png" alt="Screen_Shot_2019-06-06_at_2.11.41_PM.png" width="400" height="120"></figure>
Once you confirm, you can make calls seamlessly in Pipedrive with Aircall.
<hr>
<h2 style="text-align: justify">Additional features</h2>
<div class="support-note success primary">Note: For an overview of Aircall’s capabilities in Pipedrive, check out <a href="https://support.aircall.io/hc/en-gb/articles/10375353781149-How-Does-the-Pipedrive-Integration-Work-" target="_blank" rel="noreferrer noopener">this article. </a></div>
The integration also lets you log phone calls as completed or in-progress activities in Pipedrive. 
If you click on the Pipedrive Integration in the Aircall web app, you can set the <a href="https://support.pipedrive.com/article/activities" target="_blank" rel="noreferrer noopener">type of activities</a> you want each type of call to create. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-06_at_4.18.58_PM.png" alt="Screen_Shot_2019-06-06_at_4.18.58_PM.png" width="699" height="256"></figure>
Inviting team members 
You can invite your Pipedrive users to the same Aircall account and let everyone in your company use Aircall to receive and make phone calls. 
To invite additional users to Aircall:
<ul><li>Go to the Teams section in Aircall </li><li>Click on “Create Team or User”</li></ul>
These users will be sent an email and be prompted to install the <a href="https://aircall.io/download" target="_blank" rel="noreferrer noopener">Aircall desktop app</a> to start receiving and making phone calls using your company phone number.

Marketplace integration: Aircall

<div class="support-note success primary">Note: This feature is only available on Android devices and is currently in beta. The minimum Android version required to install the mobile app is 9.0+.</div>
Despite advancements in digital communication, business cards continue to be widely used in professional networking. 
However, manually entering the information from these cards can be time-consuming. Scanning business cards through your phone with the Pipedrive app significantly accelerates the process of recording and organizing contact details.
<hr>
<h2 style="text-align: justify">Where can I find the card scanner?<a name="where-can-i-find-the-card-scanner"></a></h2>
Tap on the main ”➕” button. Then, tap on ”Contact scanner”.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scanner%20button.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">How does the scanner work?<a name="how-does-the-scanner-work"></a></h2>
Once you tap on ”Contact scanner”, your phone camera will open. Capture the business card you want to scan. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scanner%20camera.png" alt=""></figure>
<div class="support-note success primary">Note: While it’s possible to scan a few cards simultaneously, we recommend scanning one by one for the best performance. </div>
The scanner will recognize the information on the cards. You’ll need to review the scanned card and the information that you want to import to Pipedrive.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scanner%20camera%20contact.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">How can I import contacts from scanned cards?<a name="how-can-i-import-contacts-from-scanned-cards"></a></h2>
From the review scans screen, select the contact you want to import. Here, you’ll be able to edit and confirm the contact information.
If everything looks good, tap on “Save” at the top-right of the screen.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20scan.png" alt=""></figure>
At the bottom, you’ll also have the option to delete or rescan the card.
Once the contacts have been saved, you’ll see the option to add them as leads at the bottom of the screen.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/import%20scan.png" alt=""></figure>
In this screen, you can select the contacts that you want to add as leads.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/lead%20created%20from%20scan.png" alt=""></figure>
Finally, you’ll see the new lead created. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/add%20lead%20from%20scan.png" alt=""></figure>

Business card scanner on mobile

where-can-i-find-the-card-scanner

Where can I find the card scanner?

how-does-the-scanner-work

How does the scanner work?

how-can-i-import-contacts-from-scanned-cards

How can I import contacts from scanned cards?

<div class="support-note success primary">Note: This feature is only available on Android devices. The minimum Android version required to install the mobile app is 9.0+.</div>
Efficient <a href="https://support.pipedrive.com/article/calling-and-logging-calls-in-the-mobile-app" target="_blank" rel="noreferrer noopener">call logging</a> is crucial for maintaining accurate records in the Pipedrive app. To enhance this capability, we’re introducing a seamless integration with JustCall, allowing you to effortlessly log calls made from your mobile phone.
This integration simplifies the call logging process, ensuring all interactions are consistently recorded and easily accessible.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/DNoRDW7oDBdc44whVnzGfW.jpg" alt=""></figure>
<div class="support-note success primary">Note: If you want to make and receive phone calls and SMS messages from Pipedrive web, you can install the JustCall app for the web from the <a href="https://www.pipedrive.com/en/marketplace/app/just-call/" target="_blank" rel="noreferrer noopener">Pipedrive Marketplace</a>.</div>
<hr>
<h2 style="text-align: justify">Where is the option to enable JustCall located?<a name="where-is-the-option-to-enable-just-call-located"></a></h2>
In your Pipedrive mobile app, tap the “More...” option. Then, scroll down to tap Preferences &gt; Calling.
Finally, enable the JustCall option.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/enable%20just%20call.png" alt=""></figure>
You’ll also need to enable the option to log outgoing and outside calls to the Pipedrive app. You can learn more in <a href="https://support.pipedrive.com/article/calling-and-logging-calls-in-the-mobile-app" target="_blank" rel="noreferrer noopener">this article</a>.
<div class="support-note success primary">Note: The option to enable JustCall will only appear if JustCall is installed on the mobile device in question.</div>
<hr>
<h2 style="text-align: justify">How can I log calls with JustCall?<a name="how-can-i-log-calls-with-just-call"></a></h2>
Once the JustCall option is enabled, you can start a call by simply tapping on the contact’s phone number and selecting the JustCall option.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/call%20justcall%20contact.png" alt=""></figure>
You’ll see JustCall’s dialer prompted, where the phone number will be pre-filled with the existing contact information.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/justcall%20dialer.png" alt=""></figure>
As soon as you finish your call, you’ll see the option to log in to the Pipedrive app.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/log%20call.png" alt=""></figure>
<div class="support-note success primary">Note: Your standard network charge will be applied to any calls made from the Pipedrive mobile app. </div>

Mobile app integration: JustCall

where-is-the-option-to-enable-just-call-located

Where is the option to enable JustCall located?

how-can-i-log-calls-with-just-call

How can I log calls with JustCall?

<div class="support-note success primary">Note: This feature is only available on Android devices. The minimum Android version required to install the mobile app is 9.0+.</div>
Recognizing the importance of having customers’ information readily accessible, we designed our mobile app to display <a href="https://support.pipedrive.com/article/custom-fields">custom fields</a> replicating the data from the Pipedrive web interface.
This ensures you always have critical information at your fingertips, even when working from your phone.<div class="support-note success primary">Note: Setting up custom fields is only possible from the web app by <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">global permissions admins</a>.</div>
<hr>
<h2 style="text-align: justify">Declutter “Add” views<a name="declutter-add-views"></a></h2>
Streamline the “Add” views for deals, leads, and contacts by hiding default and non-required fields.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20240717-144643.png" alt=""></figure>
This declutters the interface, making focusing on the most relevant information easier.
<hr>
<h2 style="text-align: justify">Field descriptions<a name="field-descriptions"></a></h2>
View descriptions for deal and lead custom fields while entering data in the detail view.
When opening a field, tap on the ”Info” icon at the top-right of the screen.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20240717-145423.png" alt=""></figure>
Then, you’ll be able to see the field description.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20240717-145037.png" alt=""></figure>
This feature ensures you understand the context and purpose of each field, enhancing data accuracy.
<hr>
<h2 style="text-align: justify">Field groups<a name="field-groups"></a></h2>
Admins can declutter the detail view by organizing deal, lead and contact custom fields into a hierarchy.
In the mobile app, you can expand and collapse field groups by tapping the field group name.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20240717-145641.png" alt=""></figure>
This organization simplifies the interface, making navigating and managing information easier.

Custom field features in the mobile app

declutter-add-views

Declutter “Add” views

field-descriptions

Field descriptions

field-groups

Field groups

Mobile app features

<div class="support-note success primary">Note: You can only send texts to the phone number listed under the default phone number field for a person contact. The minimum OS version required to install the mobile app is 10+ for Android devices and 16+ for iOS devices.</div>
You can text your Pipedrive contacts quickly and easily using the Pipedrive mobile app. This feature offers a convenient shortcut to your device’s messaging app, so you don’t have to copy and paste contact numbers manually.
<div class="support-note success primary">Note: If you’d like to link text messages to detail views, you can explore third-party calling tools that offer this functionality in our <a href="https://www.pipedrive.com/en/marketplace">Marketplace</a>.</div>
<hr>
<h2 style="text-align: justify">Texting contacts from the iOS app<a name="texting-contacts-from-the-i-os-app"></a></h2>
To text the contact directly, you can go to the contact detail view and click on the speech bubble icon next to the phone number.
Once clicked, your phone’s Messages app will open with the contact’s default phone number pre-filled.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/iOSmessage2.gif" alt=""></figure>
<hr>
<h2 style="text-align: justify">Texting contacts from the Android app<a name="texting-contacts-from-the-android-app"></a></h2>
You can text a contact directly by opening the contact detail view and clicking on the envelope icon.
Once clicked, you can select your preferred messaging app with the contact’s default phone number pre-filled.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/AndroidMsg2.gif" alt=""></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

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
Many Pipedrive users prefer to work in our <a href="https://support.pipedrive.com/article/what-features-do-the-mobile-apps-have" target="_blank" rel="noreferrer noopener">mobile app</a>, and with <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> for mobile, you can see all of the reports and dashboards created in your web app 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, click the ”...“ in the bottom right corner and select “Insights.”
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%2011.2.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Viewing your Insights on mobile<a name="viewing-your-insights-on-mobile"></a></h2>
<div style="text-align: justify" class="support-note success primary">Note: If you have an empty dashboard in the web app, it will also be empty in the mobile app. </div>
Insights web view is embedded into the Pipedrive mobile app, so you‘ll see the same reports and dashboards as you see in the web app view.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%203.jpg" alt=""></figure>
However, Insights reports can’t be edited or changed within the mobile app. If you want to change a report or dashboard in the mobile app, you need to edit it in the web app. 
If the segment by categories exceeds your visible width, you can click the number dropdown in the bottom right corner to see the full list. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%204.2.jpg" alt=""></figure>
You can tap any report column to see a breakdown of the data represented there. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%205.jpg" alt=""></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. If the report columns exceed the visible width of the app, click the arrows on either side to view the rest of the chart. </div>
<hr>
<h2 style="text-align: justify">Filtering dashboards on mobile<a name="filtering-dashboards-on-mobile"></a></h2>
<div class="support-note success primary">Note: For bar and column charts, pagination only appears if the quantity of columns or bars is more than six and appears horizontally and vertically.</div>
You can also apply date and user filters to a dashboard by tapping on the date or user icon (in the top right corner) and selecting an option. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%206.jpg" alt=""></figure>
When you apply a filter, the filter icon is highlighted blue and all reports are updated according to the chosen option. A blue badge will also appear on each report that is updated.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%208.jpg" alt=""></figure>
<div class="support-note success primary">Note: To restore the original state of filters, click on the blue filter icon and select ”Back to default.“ </div>
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/mobile%20insights%207.jpg" alt=""></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 appear on the list in the same order, including shared dashboards. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%209.jpg" alt=""></figure>
Dashboards are organized by sections the same way in both the web and mobile app, and can be collapsed or expanded by tapping on the name of the section (i.e. shared with me, my dashboards, etc.) 


<hr>
<h2>Search function<a name="search-function"></a></h2>
You can also search for a specific report or dashboard by tapping on the search icon.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%2012.jpg" alt=""></figure>
Type several letters into the search bar and any relevant dashboards and reports will appear in the results list. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%2010.jpg" alt=""></figure>
Once you select a dashboard or report from your search, the view will change accordingly and the chosen item will open.
<div class="support-note success primary">Note: Click ”cancel“ in the search window to reset back to the original dashboard view. </div>

Insights for mobile

where-is-the-feature-located

Where is the feature located?

viewing-your-insights-on-mobile

Viewing your Insights on mobile

filtering-dashboards-on-mobile

Filtering dashboards on mobile

search-function

Search function

<div class="support-note primary">
Note: The note scanner feature is only available on Android devices. The minimum OS version required to install the mobile app is 9+ for Android devices.</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" alt=""></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"></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

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
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" rel="noreferrer noopener">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; Set up iOS Notifications. Here, you will see the options to set up push notifications for your deals, people and organizations. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/push%20notifications%20ios.png" alt=""></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" alt=""></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 and organizations. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20220602-183030.png" alt=""></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" alt=""></figure>
<hr>
<h2 style="text-align: justify">
What will I be notified on?<a name="what-will-i-be-notified-on"></a></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>
Activities:<ul><li>One-time reminder of all activities due on that day</li><li>Reminder 10 minutes before every activity</li></ul>

Push notifications in the mobile app

i-os

android

Android

what-will-i-be-notified-on

What will I be notified on?

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/Dg4nNUR9b2Bz4U3V7k2gyX.jpg" alt=""></figure>
<table>
<tbody>
<tr>
<td><h2>Feature</h2></td>
<td><h2>iOS</h2></td>
<td><h2>Android</h2></td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/focus-view-in-the-mobile-app" target="_blank" rel="noreferrer noopener">Focus view</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/the-nearby-feature" target="_blank" rel="noreferrer noopener">Nearby view</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/calling-and-logging-calls-in-the-mobile-app" target="_blank" rel="noreferrer noopener">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>Statistics dashboard </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/texting-contacts-from-the-mobile-app" target="_blank" rel="noreferrer noopener">Texting from the app</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Pipeline view </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Activities list view </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/calendar-view-in-the-mobile-apps" target="_blank" rel="noreferrer noopener">Calendar view</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Contacts list view </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Filtering </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Email sync widget </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/do-the-mobile-apps-work-offline" target="_blank" rel="noreferrer noopener">Offline mode</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Landscape view </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/how-do-i-sync-contacts-between-my-mobile-phone-and-pipedrive" target="_blank" rel="noreferrer noopener">Phone contact importing </a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Detail view of deals and contacts </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Audio notes </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/how-do-i-attach-photos-or-files-in-the-mobile-app" target="_blank" rel="noreferrer noopener">Photo upload</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/manually-syncing-data-in-the-mobile-app" target="_blank" rel="noreferrer noopener">Manual data-sync</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/how-do-i-attach-photos-or-files-in-the-mobile-app" target="_blank" rel="noreferrer noopener">File upload</a></td>
<td>✔️</td>
<td>✔️</td>
</tr>

<tr>
<td>Push notifications</td>
<td>✔️</td>
<td> ✔️</td>
</tr>
</tbody>
</table>

What features do the mobile apps have?

<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. This feature is only available on the mobile app, the minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</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/Dg4nNUR9b2Bz4U3V7k2gyX.jpg" alt=""></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"></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" rel="noreferrer noopener">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" alt=""></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"></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:

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
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"></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"></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"></figure>
 
<figure><img src="https://kb-cms.pipedriveassets.com/focus_view_ios_.gif" alt="focus_view_ios_.gif" width="300" height="517"></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"></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"></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="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"></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"></figure>
 
<figure><img src="https://kb-cms.pipedriveassets.com/focus_view_widgets_android_.gif" alt="focus_view_widgets_android_.gif" width="300" height="511"></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"></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"></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

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
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"></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"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/IMG_9845.PNG" alt="IMG_9845.PNG" width="299" height="249"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/IMG_9846.PNG" alt="IMG_9846.PNG" width="301" height="520"></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"></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"></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"></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"></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"></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:

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and +16.0 for iOS devices.</div>
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’s important to make sure you’re using the latest version. To do this, go to the Apple App Store or Google Play Store 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. <figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/enable%20notifs.png" alt=""></figure>
From there, you will be brought to your iOS device’s Pipedrive settings. <figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/IMG_6814.png" alt=""></figure>


<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"></figure>

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

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
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">
</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">
</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:

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 16+ for iOS devices.</div>
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 style="text-align: justify">
<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 be able 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"></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 of the phone calendar app. Here, you can easily schedule the activity and link it to any relevant deals, people and organizations. 
<hr>
<h2 style="text-align: justify">
<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 can also 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"></figure>
 To add a new activity, click on the ”+ icon” at the bottom of the phone calendar app. Here, you can easily schedule the activity and link it to 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

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
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" rel="noreferrer noopener">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. If you have <a href="https://support.pipedrive.com/article/2fa-two-factor-authentication" target="_blank" rel="noreferrer noopener">2FA enabled</a>, you need to open the verification link from a native email app, such as Gmail app, Samsung’s Email app, Microsoft Outlook app, ProtonMail app, etc. 
</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" rel="noreferrer noopener">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. If you have <a href="https://support.pipedrive.com/article/2fa-two-factor-authentication" target="_blank" rel="noreferrer noopener">2FA enabled</a>, you need to open the verification link from a native email app, such as Gmail app, Samsung’s Email app, Microsoft Outlook app, ProtonMail app, etc.
</li>
</ul>
If you’re still having issues with the mobile app, feel free to <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">reach out our support team</a>.

Troubleshooting: mobile app

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
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">
</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" rel="noreferrer noopener">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" rel="noreferrer noopener">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" rel="noreferrer noopener">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">
</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" rel="noreferrer noopener">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" rel="noreferrer noopener">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" rel="noreferrer noopener">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

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
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?

Attach photos or files in the Pipedrive mobile app with ease.

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 16+ for iOS devices.</div>
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"></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"></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"></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"></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

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
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"></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"></li>
</ul></td>
</tr>
</tbody>
</table>
 
</li>
</ul>

Manually syncing data in the mobile app

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices.</div>
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" rel="noreferrer noopener">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

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
<img class="vidyard-player-embed" src="https://play.vidyard.com/Dg4nNUR9b2Bz4U3V7k2gyX.jpg" alt="">

Pipedrive mobile app: manage your sales from any device

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
Pipedrive's <a href="https://support.pipedrive.com/article/what-features-do-the-mobile-apps-have" target="_blank" rel="noreferrer noopener">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" rel="noreferrer noopener">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" width="440" height="759" alt=""></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" width="418" height="818" alt=""></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" width="712" height="663" alt=""></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

General mobile app questions

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 10+ for Android devices and 16+ for iOS devices.</div>
The Pipedrive mobile app helps you stay connected with your customers while you’re on the move. After a call ends, you can log it as an activity and add notes with key takeaways, so you always stay up to date on your progress.
<div class="support-note success primary">Note: You can only log calls when the phone number is stored in the default phone number field of a contact. If you store the phone number in notes or custom fields, it won’t be logged.</div>
<h2 style="text-align: justify">Calling from the iOS app<a name="calling-from-the-i-os-app"></a></h2>
When you first download the Pipedrive mobile app, all calling settings are turned on, but we recommend reviewing them to ensure everything is configured as you prefer.
<h3 style="text-align: justify">Setting up calling preferences<a name="setting-up-calling-preferences"></a></h3>
In the iOS app, there are three settings for phone calls, which you can find by opening “...” (More) &gt; Preferences:
<ul>
 <li style="text-align:justify;">Set up Pipedrive Caller ID – When enabled, it displays the caller and linked organization name as long as the number exists in Pipedrive under an existing contact person</li>
 <li>Call logging – When enabled, it prompts you to log outgoing phone calls as activities after the call ends</li>
 <li>Call integrations – Currently, iOS only supports WhatsApp. Note that you’ll only see this option when you have WhatsApp installed on your iOS device.</li></ul>
<div class="support-note success primary">Note: Caller ID on iOS devices only works for phone numbers that include a country code. Due to iOS platform limitations, only the Pipedrive contact name will display during an incoming call.</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/iOS1.gif" alt=""></figure>
<h3 style="text-align: justify">Making phone calls<a name="making-phone-calls"></a></h3>
Open a lead, deal or contact’s detail view in the iOS app and tap the phone icon at the bottom to start the call. The number will then pop up, and the call will begin when you tap on it again.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/iOS2.2.gif" alt=""></figure>
You can also open 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/iOSlistview.jpg" alt=""></figure>
<h3 style="text-align: justify">Logging your calls<a name="logging-your-calls"></a></h3>
If you have call logging enabled, you’ll see the call summary view at the end of the call each time your outgoing call is answered. You can fill in the activity details, notes and schedule follow-up activities for that contact.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Activityprompt.jpg" alt=""></figure>
After entering all the details, tap “Done” and it will appear as a regular activity linked to the detail view.
<div style="text-align: justify" class="support-note success primary">Note: Due to iOS system restrictions, only outgoing calls made directly from the Pipedrive mobile app can be logged as activities. Incoming calls and outgoing calls made outside the app won’t trigger a logging prompt.</div>
<hr>
<h2 style="text-align: justify">Calling from the Android app<a name="calling-from-the-android-app"></a></h2>
<div class="support-note primary">
Note: To make calls from an Android device, you must first enable calling from the Pipedrive mobile app. <a href="https://support.pipedrive.com/article/how-can-i-enable-calling-in-the-android-app" target="_blank" rel="noreferrer noopener">This article</a> explains how to do so. </div>
<h3 style="text-align: justify">Setting up calling preferences <a name="setting-up-calling-preferences-1"></a></h3>
Before calling your customers, open “...“ (More) &gt; Preferences &gt; Calling, to clarify which application handles the call. You’ll see the following options:
<ul>
 <li>Cellular</li>
 <li>WhatsApp</li>
 <li>JustCall</li>
 <li>Aircall</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Callingpreferences.gif" alt=""></figure>
<div class="support-note success primary">Note: If all options are disabled when you start the call, the number is copied to the system dialer. We suggest leaving it disabled if your Android device has a dual SIM.</div>
You’ll also see the following options for logging your calls:
<ul>
 <li>Log outgoing calls on Pipedrive – This option lets you log outgoing calls made from the Pipedrive app as activities</li>
 <li>Log outgoing calls outside Pipedrive – This option lets you log calls made from outside the Pipedrive app as activities</li>
 <li>Log incoming calls – This option lets you log incoming calls from Pipedrive contacts</li>
 <li>Caller ID for incoming calls – This option will show the contact name, along with any linked organization and deal names, on the screen for incoming calls</li></ul>
<div class="support-note success primary">Note: If you want to enable logging calls outside Pipedrive, log incoming calls or use caller ID for incoming calls, you’ll need to set Pipedrive as your default caller ID and spam app. The prompt to do so opens when you attempt to enable any of these options. Note that this permission is only to identify calls and differs from the default phone app for making calls.</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Callingpreferences2.gif" alt=""></figure>
<h3 style="text-align: justify">Making phone calls <a name="making-phone-calls-1"></a></h3>
To make phone calls to your contacts in the Android app, go to the lead, deal or contact’s detail view and hit the phone icon at the bottom.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Calling2.gif" alt=""></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/Contactlist.png" alt=""></figure>
<h3 style="text-align: justify">Logging your calls<a name="logging-your-calls-1"></a></h3>
With the Android app, you can log both incoming and outgoing calls as activities. When enabled, you’ll see an activity prompt once the call ends.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Calllog.png" alt=""></figure>
After entering all the details, tap “Save” and it will appear as a regular activity linked to the detail view.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Calllog2.png" alt=""></figure>
<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

setting-up-calling-preferences

Setting up calling preferences

making-phone-calls

Making phone calls

logging-your-calls

Logging your calls

Calling from the iOS app

calling-from-the-android-app

setting-up-calling-preferences-1

making-phone-calls-1

logging-your-calls-1

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 and higher plans. The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</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 feature allows you to start a call on your mobile device directly from your Pipedrive web app with just a few clicks.
<div style="text-align: justify" class="support-note success primary">Note: The calls you make will be charged on your usual phone bill.</div>
<hr>
<h2 style="text-align: justify">
<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’ll 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" rel="noreferrer noopener">Apple App store</a> or <a href="https://play.google.com/store/apps/details?id=com.pipedrive" target="_blank" rel="noreferrer noopener">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’ll also need to make sure mobile notifications are 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" rel="noreferrer noopener">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" rel="noreferrer noopener">in this article</a>.</li>
</ul>
<hr>
<h2 style="text-align: justify">
<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 contact in the <a href="https://support.pipedrive.com/en/article/list-view" target="_blank" rel="noreferrer noopener">list view</a> or <a href="https://support.pipedrive.com/en/article/detail-view" target="_blank" rel="noreferrer noopener">detail view.</a>
You’ll see a window appear that will allow you to configure your call settings. 
Make sure the Phone tab is selected, and click on "Start the call from Pipedrive mobile app" before clicking on "Start call." 
<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"></figure>
Once you initiate the call, you’ll 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’ll 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"></figure>
Once the call is completed, you’ll be automatically prompted in the web app to write any notes, schedule a follow-up call if needed and log it as an activity.
<h2>Call log<a name="call-log"></a></h2>
As soon as you finish your call, you’ll be automatically prompted with a call log, where you’ll be able to add the call as an activity.
You can select a linked activity to the call:



<ul><li>Add as existing not-done activity – existing not-done activities linked to the entity (lead, deal, project) or contact to whom the call was made. The selected activity will be marked as done.</li><li>Add new activity – A new call activity will be created and marked as done at the same time</li></ul><div>In addition, you can schedule a follow-up activity. </div><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/image-20241001-065641.png" alt=""></figure><div class="support-note warning">Note: When adding the call as an existing not-done activity, the owner of the activity will remain the same and not the person who made the call. To register the call under a different owner, select add new activity. </div>


<hr>
<h2 style="text-align: justify">
<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 style="margin-left:auto;margin-right:auto;text-align:center;"><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"></figure>
You can only use this feature if you have the Pipedrive <a href="https://www.pipedrive.com/en/features/mobile-crm" target="_blank" rel="noreferrer noopener">mobile app</a> installed and up to date. 
Update to the latest version of the app
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><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"></figure>
To ensure your app is updated to the latest version, go to the <a href="https://apps.apple.com/us/app/pipedrive/id921456160" target="_blank" rel="noreferrer noopener">Apple App Store</a> or <a href="https://play.google.com/store/apps/details?id=com.pipedrive" target="_blank" rel="noreferrer noopener">Google Play Store</a> on your mobile device and check to see that the Pipedrive app is downloaded and up to date.
Enable mobile notifications 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><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"></figure>
You can learn how to enable mobile notifications <a href="https://support.pipedrive.com/en/article/enabling-mobile-notifications" target="_blank" rel="noreferrer noopener">in this article</a>. 
Enable mobile calling (Android)
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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" rel="noreferrer noopener">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

call-log

Call log

why-can-t-i-make-calls

Why can’t I make calls?

<div class="support-note success primary">Note: The minimum OS version required to install the mobile app is 9+ for Android devices.</div>
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. 
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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" rel="noreferrer noopener">calling and logging calls</a> directly from the Pipedrive App.

How can I enable calling in the Android app?

Calling with the mobile app

Mobile apps

Knowledge Base

Mobile apps

Mobile app features

General mobile app questions

Calling with the mobile app

Got any questions?