1. Go to settings of CentraHub CRM. Type Mobile in the search box on the left side of the screen.
2. From the drop-down list of Mobile App, click on Mobile Configuration.
3. Click on New Mobile Configurations on the Mobile Configurations page.
4. On the New Mobile Configurations window, do the following:
Enter the name of the Mobile CRM application.
Select the role from the drop-down list.
Add a description related to mobile CRM.
Select the Active checkbox for activating the mobile application.
Drag and drop the modules from the available items to the Menu.
Layout: Set the layout for modules in Mobile CRM.
Mobile Preview:You can view how the CRM Screen looks on Mobile.
5. Click Finish.
Get in touch with us for details on setup and additional custom services pricing
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