Records
Search your contacts, companies and deals, open a record, edit it by hand, or start a session about it.
Find a record
Swipe right from Home, or tap the menu icon.
- Search with Search contacts, companies, deals…
- Filter with All, Company, Deal or Contact.
- Recent shows records you touched lately, with when they were last contacted, or Not in HubSpot yet (or your CRM) for records that only exist in Chirp.
A record's page
Opening a record shows it and its linked records as cards.
- Badges show where each change is: Not pushed, Queued to push, Pushing… or Push failed. NOT ON FILE means the record is not in your CRM yet.
- Tap the pencil to edit. You can change the name, fields and notes, and add links with + Add link. Edits save when you leave the page.
- Tap Share to share the record.
- Tap Start session to talk to Birdie about this record. Birdie already knows which record you mean.
Edits you make by hand become pending changes, just like changes from a session. Push them from Home.