Daily work on a phone
Capture a lead and complete follow-ups on a smaller screen.
Where to go
CRM in your phone browser
Step by step
Sign in on your own device and complete required security steps.
Use Home and the short daily navigation to open your next action.
Enter core fields first and expand optional sections when necessary.
Review confirmation and the saved record before leaving the page; use detailed tables only when needed.
Demo: log an email outcome and choose the 5-day shortcut from a phone.
FAQ
Do I need to use a desktop for every follow-up?
Daily lead actions can be used from a phone browser. Review complex costing/documents carefully on a suitable screen.
Read related guide →Reviewed 10 October 2026 · CRM 0.53.1