Quick Start Guide: CRM Mobile App (iOS & Android)

Getting Started with the CRM Mobile App

This guide will help you download, install, and sign in to the CRM mobile application, so you can access your important information, courses, and groups from anywhere.

Step 1: Download the App

To get started, download the CRM app from your device's official app store:

• iPhone users: Open the Apple App Store, search for "CRM", and tap the download button.
• Android users: Open the Google Play Store, search for "CRM", and tap the download button.

Step 2: Sign In to the App

Once the app is installed, open it and sign in using the same email and password you use for your CRM account. This account must be associated with an active community group, course, or client portal.

If you've forgotten your password, you can use the "Sign in with OTP" option to receive a one-time password for access.

If you are a member of multiple domains, you will be prompted to select which domain you want to enter. Scroll through the list and choose the relevant one to proceed.

After signing in, you can immediately start exploring your courses, groups, and other features available on the go.

Frequently Asked Questions

How do I switch between different groups?

You can switch between groups if they are set up within the same sub-account. The app provides options to navigate between your available groups seamlessly.