Mobile Applications
Learn how to confidently navigate through our mobile apps!
11 articles
- Scanning Documents into RecordsUse your phone’s camera in order to scan in documents to records in Coevera.
- Mobile — Creating a New Account or ContactUncover the many different ways to create new Account and Contacts when using Coevera Mobile.
- Using Tasks & Appointments on MobileLearn the assortment of different methods to create new Activities using the Coevera Mobile App.
- Mobile — Contacting Help & SupportThe Coevera Mobile App has a variety of resources to help you get support and assistance for any problems or questions you encounter.
- Dashboard in Mobile AppLearn how to use the Mobile app dashboard and all its features including: open, closed and won opportunities and more
- Opportunities in the Mobile AppHow to create and edit Opportunities, move opportunities in the sales process, handle winning and losing opportunities on the Mobile App.
- Leads in Mobile AppArticle demonstrates how to create and edit leads, moving a lead to a qualified opportunity and handling losing leads on the Mobile app.
- Using the Navigator Menu in Mobile AppHow to use the Navigator Menu on the Mobile App. Viewing different types of targets, using activities card and more.
- Getting started with the Coevera Mobile AppThis article describes how to download and login to the Coevera Mobile Cloud App.
- Call via MS Outlook Add-In on Mobile DevicesThis article describes how you can initiate a call via the Coevera MS Outlook Add-In on your mobile device.
- Call with Desktop App on Mobile DevicesCoevera allows you to initiate calls from your cloud application, making the actual call from your mobile phone