To access contact information you would swipe from right to left inside Deal screen to get right pop-up sidebar to show. Since version 2.2 you are able to hold on the contact information and get copy to clipboard option or progress to individual contact page by clicking on info icon.

For copy to clipboard, just hold on the entry you would like to hold until you get "Copy" option visible. After you press it you will have the information on your clipbard and you can use it wherever needed:

For opening a client profile, just press on info icon:

The contact screen will open and this way you will have information to Call / SMS / Email other contacts in a deal that are not primary.


Did this answer your question?