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2 min readBasicAgent

Working leads from your phone

Swipe to call, a bottom action bar — the whole job works on mobile too.
Open in CloseUp

Steps

  1. 01

    Swipe a row

    Swipe a lead one way to reveal call, WhatsApp and email (they stay open until you tap).
    Swipe the other way to open the card immediately.

    Tip: Scrolling cancels a swipe — no accidental taps.
  2. 02

    The card's bottom bar

    Call · WhatsApp · Reminder · note · More.
    More opens Email · Schedule meeting · Lead details.

Questions

Can I install CloseUp as an app?

Yes — add the site to your Home Screen. That's also what enables iPhone alerts. See Phone & desktop alerts.