Overview #
To access your CRM data on the mobile application, users must sign in using their workspace credentials. Logging into the mobile app connects your device to the CRM server and synchronizes your contacts, leads, and activities.
Once authenticated, users can begin managing CRM data directly from their mobile device.
{screenshot of login screen}
Login Steps #
Follow these steps to sign in:
- Open the PloverCRM Mobile App
- Enter your workspace URL
- Enter your username or email
- Enter your password
- Tap Login
If the credentials are correct, the application will load your dashboard.
Security Tips #
To protect your CRM account:
• Use strong passwords
• Do not share credentials
• Log out from shared devices
• Enable device security
Login Issues #
If you cannot log in:
- Verify your username and password
- Check your internet connection
- Reset your password if necessary
- Contact the system administrator
Related Articles #
• Logout Mobile App
• Reset Password
• Workspace Settings
