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Resco Mobile CRM

Manuals and User Guides for Resco Mobile CRM. We found 1 manuals for free downloads User Guide

Resco Mobile CRM is a user-friendly, feature-rich mobile app that allows you to access your CRM data from any mobile platform, including iPad, iPhone, Android, Windows Phone or Win XP/Vista/7/8. It's designed to help you stay productive on the go and manage your business from anywhere.

Key Features

  • Access your CRM data on the go

  • Offline mode for data access without internet

  • Synchronization with your CRM server

  • Various configurable settings for entities

  • Map view for visualizing your accounts, contacts and leads

  • Dashboard for viewing important metrics and charts

  • Activity management with various options for appointments, emails, calls, tasks and more

  • Support for converting appointments to opportunities and cases

Pages: 86 Resco Mobile CRM User Guide

Brand: Resco Category: CRM software Size: 6 MB

Languages: English

Table of contents

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Frequently Answers and Questions

How to synchronize my device with the Resco Mobile CRM app?

The manual explains that you need to open the sync window in the application and provide information such as URL, Username, Password, Domain and Organization. You can also choose to save your password to avoid having to enter it every time.

What are the different modes the Resco Mobile CRM app can operate in?

The app can run in Online or Offline mode. In Online Mode, you have access to real-time data from your CRM server, while in Offline Mode the app stores the data locally on your device. You can also configure the Online mode to be always on, only when connected to WiFi, manually switchable, or always off.

How to create a new activity in the Resco Mobile CRM app?

You can create activities such as appointments, emails, phone calls, service activities, or tasks. First, select Activities from the home screen, then press the '+' button, choose the activity type, fill in the necessary details, hit the save button, and synchronize your device if you are in offline mode.

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