In order to start making the best out of Sugar Mobile E, first, download the App following these easy steps:
Downloading the App
1. Download the application from the AppStore or PlayStore link:
2. In the login screen click on the icon on the top right corner. Make sure the “Server URL” is set to: https://yoursugarurl.com/
- If it is, go back to the login page by clicking the back button on the top left corner.
- Or press “Update” after you have changed the URL.
3. Use your user name and password to log in to the application.
4. You can use Mobile E as you would the default SugarCRM application.
5. Additional features to the default app:
- Near Me, Calendar, Saved Nearby Searches, and Check-Out from the slider menu.
- Check-in and Nearby from the record view of Accounts, Contacts, and Leads modules.