Coevera

Use your phone’s camera in order to scan in documents to records in Coevera.

Scanning Documents into Records

Uncover the many different ways to create new Account and Contacts when using Coevera Mobile.

Mobile — Creating a New Account or Contact

Learn the assortment of different methods to create new Activities using the Coevera Mobile App.

Using Tasks & Appointments on Mobile

The Coevera Mobile App has a variety of resources to help you get support and assistance for any problems or questions you encounter.

Mobile — Contacting Help & Support

Learn how to use the Mobile app dashboard and all its features including: open, closed and won opportunities and more

Dashboard in Mobile App

How to create and edit Opportunities, move opportunities in the sales process, handle winning and losing opportunities on the Mobile App.

Opportunities in the Mobile App

Article demonstrates how to create and edit leads, moving a lead to a qualified opportunity and handling losing leads on the Mobile app.

Leads in Mobile App

How to use the Navigator Menu on the Mobile App. Viewing different types of targets, using activities card and more.

Using the Navigator Menu in Mobile App

This article describes how to download and login to the Coevera Mobile Cloud App.

Getting started with the Coevera Mobile App

This article describes how you can initiate a call via the Coevera MS Outlook Add-In on your mobile device.

Call via MS Outlook Add-In on Mobile Devices

​Coevera allows you to initiate calls from your cloud application, making the actual call from your mobile phone

Call with Desktop App on Mobile Devices

Learn how to confidently navigate through our mobile apps!

Mobile Applications

Try Coevera for Free

Sales POP!

Contact Support Team

Learn CRM Library

Ambassadors

Login to CRM

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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