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Mobile app

How to install the mobile app and sign in

Install the mobile app your company tells you to use (or the one named in your invitation) from your phone's app store, open it and sign in with the same email and password you use for Elooo System on your computer. Allow notifications so you get alerts.

Updated on

Before you start

  • You need an active Elooo System user (email and password). If you don't have one yet, ask your account admin to invite you.
  • The app works on iPhone (iOS) and Android. Keep your phone up to date.
  • Check with your company which app to install: the name is in the invitation email you received, or your admin will tell you. Don't install similarly named apps from other companies.
Where to find it

Your phone's app store › the app your company specified › Install

Step by step

Install and sign in

  1. On your phone, open the app store.
  2. Search for the app name given in your invitation or by your company and tap Install (or Get).
  3. Open the app once it's installed.
  4. Enter the email and password you use for Elooo System on your computer and tap Sign In.
  5. If two-step verification is on, enter the code you received.
  6. If you have access to more than one account, choose your company's account.
  7. When the app asks, tap Allow for notifications. If you'll make calls from the app, allow microphone access too.

Get to know the home screen

  1. The home screen shows a summary of your day: tasks due, pipeline value, unread messages and today's appointments.
  2. Use the search bar at the top to find conversations, contacts and opportunities in one place.
  3. Open the module list (the grid of icons) to get to Conversations, Contacts, Opportunities, Calendars and the rest.
  4. Pin up to four favorite modules to the home screen to open them with one tap. Drag them to change the order.
  5. The notifications and settings icons are always in the top-right corner.

Tips

  • Use the quick actions on the home screen to create a contact, opportunity, task or message without leaving the page.
  • Dark mode follows your phone's theme. You can change it in the app settings.
  • Keep the app updated from the store to get the latest fixes.

Common problems

  • I can't find the app in the store → Check the exact name in your invitation or with your account admin. Search for that full name, not "CRM".
  • It says my email or password is wrong → Use exactly the same details as Elooo System on your computer. If you forgot your password, reset it from the sign-in screen on your computer and try again.
  • Some menus are missing in the app → The app only shows modules your user can access. Ask your admin to review your permissions in Settings › My Staff.
  • I don't get notifications → In your phone settings, allow notifications for the app. Then follow the article on push notifications on your phone.

Frequently asked questions

Is the data in the app the same as on my computer?

Yes. The app uses the same account: what you do on your phone shows up on your computer and vice versa.

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