View your day on Sales CRM Mobile

task australia Updated Sep 10, 2026 1 min read view-your-day-sales-crm-mobile.md
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View your meetings, tasks, and priority opportunities for the day on the My Day tab of Sales CRM Mobile.

Before you begin

Role required: sales_mobile_user

About this task

Procedure

  1. Open Sales CRM Mobile and tap My Day.

    The My Day tab shows the following sections:

    • Today's meetings: your scheduled meetings for the day.
    • Tasks due: tasks assigned to you, such as lead and opportunity tasks.
    • Opportunities in focus: a summary of your critical and at-risk opportunities.
  2. Select the search icon [Omitted image "field-search.png"] Alt text: on the My Day tab to search your records using AI Search.

    You can search for the following records and their line items:

    • Opportunities
    • Leads
    • Accounts
    • Contacts You can also use voice search. For more information, see Enable voice search.

    Note: AI Search is not available in offline mode.

  3. Scroll to the bottom of the My Day tab to access Quick Access.

  4. The Quick Access tab shows the following sections:

    • Tasks: View the list of tasks accessible to you and the status of those tasks. You can select a task to view more details.
    • Calendar: You can view the scheduled meetings.
    • Touchpoints: View your touchpoints related to your records on the My Touchpoints tab. You can view all the touchpoints in your instance on the All tab. Touchpoints track your interactions with contacts, accounts, leads, and opportunities. Each card shows the category, state, touchpoint number, name, associated record, and type. Select a touchpoint to view its details and activities, and go to its associated contact, account, lead, or opportunity.

What to do next

Visit the Sales Hub tab to manage your accounts, contacts, leads and opportunities.

Parent Topic:Sales CRM Mobile Application

Related topics

Sales CRM Mobile Application

Manage sales records on Sales CRM Mobile

Configure Sales CRM Mobile Application

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