MobileCRM (MT) Initial Setup

Created by CPS Helpdesk, Modified on Mon, Sep 25, 2023 at 9:53 AM by CPS Helpdesk

This page guides the user through the inital startup of Resco MobileCRM (MobileTech, MT). The example is taken from the computer version, but it can be applied to the phone version as well. 


1. Open MT, then at the tour screen, skip the tour. 

2. Next, sign in as Internal User.


3. Enter in user login credentials, toggle Save Password on and click circle arrow button to sync.


Once the sync is complete and clicked OK on the popup window, you will be in MT, main page. 


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