Mobile Application Overview

With SharpSpring's mobile application, you can keep marketing and sales contacts, leads, and opportunities at your fingertips. You can view your sales pipeline on the go. Whether you are always traveling or need to brush up on a particular lead before a critical meeting, our mobile application ensures you can access your SharpSpring information quickly and at any time. This article will provide an overview on the mobile application.

The following user roles can use the mobile application:

• Administrators
• Company Managers
• Marketing Managers
• Sales Managers
• Salespersons
• Jr. Salespersons

Article Contents

• Downloading the Mobile App
• Mobile App Features
• Ready to Learn More?

Downloading the Mobile App

1. Depending on your phone's operating system, visit either the App Store for iOS or the Google Play Store for Android.
2. Search for SharpSpring.
3. Download the app.
4. Open the app on your phone.
5. Enter your SharpSpring username and password.

Mobile App Features

SharpSpring's mobile application offers a simple interface for you to access lead and sales information directly on your phone. With the mobile app, you have the ability to:

View, edit, and add leads, pipelines and opportunities Place calls and send emails Browse and edit your contacts Search all contacts Take notes on contact records View and edit custom fields View life-of-lead events View memberships, campaigns, opportunities, and lists View lead scores Create an opportunity directly from contacts or leads Browse all pipelines View and edit your open opportunities Edit opportunity custom fields View products Set reminders

Ready to Learn More?

• Understanding Cookies
• Understanding SharpSpring API: Schema
• SharpSpring Information Security FAQs