How to create a new account / contact / lead using phone book transfer?

Create new contacts from your phonebook

Yvonne Pulkkinen avatar
Written by Yvonne Pulkkinen
Updated over a week ago

If you want to transfer a contact in your phone book to Salesforce, please follow these steps:

  1. Choose to create a new account / contact / lead from the Plus button on the dashboard.

2. Choose phone book transfer by tapping on the Human symbol at the bottom
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3. Choose the phone book contact that you want to add to Salesforce. For example, Ian Rider.

4. Type in any missing information and hit Submit.
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