Mobile On the Go

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Get the App

Download it now so you can follow along with the rest of this lesson on your own phone.

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On your phone

What the app actually does

The app is not a stripped-down version. These are the four areas you will use most. Tap one to see how it works on mobile.

Your inbox in your pocket

Tap the Conversations icon for your unified inbox. View every channel, filter between all messages, internal conversations, and unread, then tap any thread to read and reply on the same channel it came in on. Everything syncs back automatically.

Records and quick actions

Tap Contacts to reach your database, search by name, and open anyone's full profile. From there you can call them directly, send an email, schedule a meeting, or take a payment without leaving the record.

Your pipeline, swipeable

Tap Opportunities to see your pipeline. Swipe horizontally to move between stages, see every lead organized by where it sits, and tap any opportunity to view details or update its status.

Your schedule anywhere

Tap Calendar for your upcoming appointments and meetings. Switch between team members' calendars, filter by calendar type, and share your booking link straight from the app.

First-time setup

Getting the app running

Three steps, once. Tap each to expand it.

1

Ask your administrator for the exact app name and download link for your account, since the app your company uses may be branded differently from the one you would find by searching. Install it from your phone's app store and make sure you have a stable connection while it downloads.

2

Open the app and enter the same credentials you use on desktop. You will get a verification code by email or text. Enter it, and the app will remember you for future sessions.

3

From your dashboard view, tap the Pinned Apps section at the bottom and choose the features you want quick access to. Contacts, Conversations, Opportunities, and Calendar are the sensible starting four. Touch and hold any app to drag it into your preferred order, then tap the X to exit.

📷

Business card scanner

From the Quick Actions menu, photograph a business card and the app pulls the contact details out of it. Review and edit before saving, and the new contact is created in your system on the spot.

🔄

Real-time syncing

Everything you do on mobile appears on desktop and the other way round, with no manual refresh. You can start something on your phone and finish it at your desk.

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Security on mobile

Use a device passcode or biometrics, avoid public Wi-Fi for client communications, keep the app updated, and log out completely if you ever use a shared device.

"The app lets you respond to leads within minutes, even when you are nowhere near your desk. That speed is the whole point."

Key definitions

Terms worth knowing

The features you choose to keep on your mobile dashboard for one-tap access, arranged in whatever order matches your workflow.

A quick action that photographs a business card and extracts the contact details into a new record for you to review and save.

Automatic two-way updating between mobile and desktop, so changes in one show up in the other without a manual refresh.

Alerts sent to your phone based on the notification preferences you set on desktop. Your phone's own settings must also allow them.

The plus button menu on mobile for adding contacts, creating tasks, logging calls, sending messages, and taking notes on the spot.

Things to do

Try it now

Get the app name and download link from your admin, install it, and log in with your verification code. Set up your pinned apps in the order you actually work, not the default order. Reply to one real conversation from your phone and confirm it appears on desktop.

0 of 3 done

Tips

Worth remembering

Arrange your pinned apps in your real workflow order. If you check conversations, then contacts, then opportunities, put them in that sequence.
Be selective with mobile notifications. Enable them for time-sensitive things like new leads and appointment reminders, and leave the rest for when you are at your desk.
Your in-app notification preferences are set on desktop and apply to both, so configure them there first.
Scan business cards at the event itself, while you still remember the conversation, rather than collecting a stack to type up later.

Check yourself

Quick Knowledge Check

Four quick questions on this lesson. One attempt each, and the answer is revealed either way.

0 of 4 answered

Where do you configure which events trigger a notification?

The features you keep on your mobile dashboard for one-tap access are called ______ apps.

You update an opportunity on your phone. What happens on desktop?

You just met someone at an event and have their business card. What is the fastest way in?

Apply it

Try this with your favorite AI

📱Plan your mobile setup

You are helping me decide how to set up a CRM app on my phone so it is genuinely useful away from my desk, rather than a second place to feel behind. Here is my context: - My role: [your job title] - How much of my week is away from a desk: [percentage or description] - What I typically need while I am out: [look up a contact, reply fast, check my schedule, log something] - What I would rather never do on a phone screen: [describe it] Give me: 1. Which four features to pin, in order, with one line on why each earns its spot for me specifically 2. Which notifications to allow on my phone versus leave for desktop, and why 3. Two things I should always do at my desk instead, even though the app allows them Rules for your answer: - Recommend no more than four pinned features - Base the order on what I said I need while out, not on a generic default - One sentence per item - No software brand names Finish by asking what I most often need in the first thirty seconds of pulling out my phone.

📌Write your on-the-road capture habit

You are helping me build a habit for capturing information into my company's CRM while I am out, so nothing gets lost between the meeting and my desk. Here is my context: - The kind of meetings or events I attend: [describe them] - How soon after a meeting I usually have a free moment: [immediately / an hour later / end of day] - What I currently do with notes and business cards: [describe honestly] - What has been lost this way before: [describe it] Give me: 1. A two-minute after-meeting capture routine I can actually do in a parking lot 2. Exactly what to record while it is fresh, versus what can wait until I am back 3. One rule for handling business cards so they never end up in a pile Rules for your answer: - The routine must work one-handed on a phone - Do not assume I have a laptop with me - Short numbered steps, no paragraphs - No software brand names When you are done, ask me how many of these meetings I have in a typical week so you can adjust the routine.