Configure Sales CRM Mobile Application

task brazil Updated Sep 10, 2026 1 min read configure-sales-crm-mobile.md
Raw file servicenow.com

Activate the Sales CRM Mobile plugin, then use the Now Agent mobile app to log in and access Sales CRM Mobile application.

Before you begin

Role required: sales_mobile_user

This role is automatically inherited by users with the sales_agent, sales_restricted_agent, lead_agent, or sales_manager role.

About this task

Procedure

  1. As an admin, activate the Sales CRM Mobile plugin (sn_sales_crm_mob).

    For more information, see Activate a plugin.

  2. Depending on your device, go to the Apple App Store or the Google Play Store and download the Now Agent mobile app.

  3. Enter your ServiceNow instance credentials.

    For more information, see Add a ServiceNow instance to ServiceNow mobile apps.

    You are logged in the Sales CRM Mobile application.

  • Activate ServiceNow Otto AI Interface
    After installing the ServiceNow Otto plugin, activate the chat launcher required to enable ServiceNow Otto AI conversational interface on Sales CRM Mobile application.

Parent Topic:Configuring Sales Customer Relationship Management applications

Related topics

Mobile experience for Sales CRM

Sales CRM Mobile Application

Activate ServiceNow Otto AI Interface

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