Newly added contacts can be automatically synced with your mobile via an automation. So that each time you add a contact into Eagle Software the automation will be trigged to sync the contact to that your mobile device.
Before you begin, make sure you have the sync setup on your mobile device.
Instructions for setting this up can be found at the below linked help article:
Setting up Mobile Contacts Synchronization
Mobile syncing supports up to 2000 contacts being synced at anyone time, based on the 2000 most recent contacts. So within this automation we have set a rule to remove the contact after 3 months, so that only those contacts that I have been dealing with recently are synced to my mobile.
Setup mobile sync automation
To set up the automation, go to: CRM > Tools > Automations
To create a new Automation select 'Add New Automation'.
Name the the Automation e.g Automatic contact mobile sync
Set the Scope to 'This automation is just for my contacts and properties'
Then click 'Create Automation' (See screenshot 1 below)
On the next page, under When click on Add New Trigger and select A contact is added
Sets the sync to your mobile
Once your trigger is set, click on Add a new step... below. Then select Add contact to my mobile
Set a delay (e.g 3 months) before the next step activates
Next we will set a delay, click on Add a new step... then select Wait and then you can set your delay for example 3 months
Removes the contact from your mobile
Next we will add a step to remove the contact from your mobile (which will occur after the delay period set previously.
Click on Add a new step... then select Remove contact from my mobile
Once this has all been set up the last step is to enable your automation.
Based on the example automation above this will add new contacts to your mobile device (that has the sync setup) and after 3 months will then remove them from your mobile. You can of course set the delay to a different length based on your requirements.
For any further assistance with this please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]