Who This Is For / When to Use
Account users managing contacts on the go
Team members who need fast access to calls, messages, appointments, and payments
Businesses that rely on mobile-first contact management and quick actions
Accessing the Contacts Section
Open the Kyrios Mobile App.
Tap the Contacts icon in the bottom navigation bar.
This opens your contact list with search, filters, and quick actions available.
Searching and Filtering Contacts
Search Contacts
Use the search bar to find contacts by name, phone number, email, or tag.
Filter by Smart Lists
Tap All Contacts.
Select a Smart List or search for one.
Viewing a Contact Profile
Tap any contact from the list.
The contact profile opens with quick actions at the top.
Available top actions:
Call
Message
Email
Meeting
Charge
Navigating Contact Tabs
Each contact profile includes multiple tabs:
Details
Tasks
Notes
Appointments
Payments
Docs & Files
Adding a New Contact
Add Manually
Tap the + icon.
Select Add Contact.
Enter contact details.
Tap Save Contact.
Using the Business Card Scanner
You can create contacts instantly by scanning a business card.
Access the Scanner
From the + menu, tap Scan Business Card.
Or tap the scan icon on the New Contact screen.
Scan and Save
Align the business card in the scanner frame.
Review extracted details.
Edit if needed and save.
Contact Actions and Management
Actions Section
Within a contact, scroll to Actions to manage:
Tags
Automations
Opportunities
Managing Tags
Tap Tags from the Actions section.
Search, add, or remove tags.
Tags update instantly on the contact profile.
Hide Empty Fields
To reduce clutter: Toggle Hide Empty Fields to show only populated fields.
Quick Actions (Lightning Bolt)
The floating Lightning Bolt button provides instant actions from anywhere in the contact.
Available quick actions include:
Send Email
Add Contact
Scan Business Card
Book Appointment
Request Review
New Payment
New Opportunity
Make a Call
Send Message
Communication from a Contact
Calling a Contact
Tap Call to place a call directly from the contact profile.
During an Active Call
You can:
Merge calls
Transfer calls
Put calls on hold
Spam Call Identification
Incoming spam calls are clearly marked as Spam Likely across the call experience.
Managing Inbound Call Routing (Desktop Required)
Inbound call routing is configured from the Desktop App under Team > Call & Voicemail Settings.
Docs & Files Tab
The Docs & Files tab stores all documents related to a contact.
Access Docs & Files
Open a contact.
Tap Docs & Files.
Upload Documents
Tap the Upload icon.
Select up to 10 files (max 250 MB total).
Choose a section (Internal, Sent, Received).
Tap Upload.
Documents can be previewed and managed directly from the contact.
Maps Integration
Tapping an address opens available map apps for navigation.
Notes, Tasks, and Appointments
Notes: Supports HTML and hyperlinks.
Tasks: Track follow-ups and reminders.
Appointments: View and manage scheduled meetings linked to the contact.
These are accessible through their respective tabs in the contact profile.
Quick Actions During Calls
During an active call, you can instantly:
Add notes
Create tasks
Schedule appointments
Log payments
FAQ
How do I add a new contact from the mobile app?
Tap the + icon, select Add Contact, enter the details, and save.
What does the Business Card Scanner do?
It scans a business card and automatically creates a contact by extracting the card details.
Can I filter contacts by Smart Lists?
Yes. Tap All Contacts and select a Smart List.
Can I tag contacts from mobile?
Yes. Open a contact, go to Actions > Tags, and add or remove tags.
Where do I manage contact documents?
Use the Docs & Files tab inside the contact profile.
Can I take notes or log actions during a call?
Yes. Use the Lightning Bolt quick actions during an active call.
Why can’t I change inbound call routing on mobile?
Inbound call routing is managed in the Desktop App under Team settings.