Mobile experience for Sales CRM

concept brazil Updated Sep 10, 2026 1 min read mobile-experience-sales-crm.md

Manage your Sales CRM workflows from anywhere using the Sales CRM Mobile application. Sales professionals can manage their accounts, consumers, opportunities, and more on the Sales CRM Mobile application.

The Sales CRM Mobile application is available through the Now Agent mobile application.

My Day	Today's meetings and tasks due Quick access to Tasks and Calendar Opportunities in focus (at-risk and critical deals)
Sales Hub	Manage core sales records such as opportunities, leads, account, and contacts Sales pipeline health and status
Notifications	Push and in-app alerts for tasks and deal assignments. Notifications are enabled for the following record types: Lead Opportunity Lead task Opportunity task
Offline mode	Download the cache while you have an internet connection, then turn on offline mode to access cached records when you lose connectivity. The cache reflects the data as of when you last downloaded it.
Get AI-powered assistance	Ask ServiceNow Otto conversational questions about your Opportunities, Accounts, Contacts, and other details. Review AI-generated win probability scores and contextual insights for an opportunity to assess deal health without opening individual activity, contact, or deal records. Use this to prioritize pipeline opportunities and identify risks.

## Empower sales professionals with an optimized mobile application

Sales representatives manage meetings, notes, and deal updates on the go from their mobile device. Sales agents can manages deals remotely, use the Sales CRM Mobile application for tracking and updating opportunities and leads on the field. Sales CRM Mobile supports the sales_agent, sales_restricted_agent, sales_manager, and lead_agent personas.

Related topics

Configure Sales CRM Mobile Application

Sales CRM Mobile Application

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---
title: Mobile experience for Sales CRM
description: Manage your Sales CRM workflows from anywhere using the Sales CRM Mobile application. Sales professionals can manage their accounts, consumers, opportunities, and more on the Sales CRM Mobile application.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/mobile-experience-sales-crm.html
release: brazil
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Explore, Sales Customer Relationship Management]
---

# Mobile experience for Sales CRM

Manage your Sales CRM workflows from anywhere using the Sales CRM Mobile application. Sales professionals can manage their accounts, consumers, opportunities, and more on the Sales CRM Mobile application.

The Sales CRM Mobile application is available through the Now Agent mobile application.

<table id="table_mobile-experience-sales-crm-functions"><tbody><tr><td align="left">

My Day

</td><td align="left">

-   Today's meetings and tasks due
-   Quick access to Tasks and Calendar
-   Opportunities in focus \(at-risk and critical deals\)

</td></tr><tr><td align="left">

Sales Hub

</td><td align="left">

-   Manage core sales records such as opportunities, leads, account, and contacts
-   Sales pipeline health and status

</td></tr><tr><td align="left">

Notifications

</td><td align="left">

Push and in-app alerts for tasks and deal assignments. Notifications are enabled for the following record types:

 -   Lead
-   Opportunity
-   Lead task
-   Opportunity task

</td></tr><tr><td align="left">

Offline mode

</td><td align="left">

-   Download the cache while you have an internet connection, then turn on offline mode to access cached records when you lose connectivity.
-   The cache reflects the data as of when you last downloaded it.

</td></tr><tr><td align="left">

Get AI-powered assistance

</td><td align="left">

-   Ask ServiceNow Otto conversational questions about your Opportunities, Accounts, Contacts, and other details.
-   Review AI-generated win probability scores and contextual insights for an opportunity to assess deal health without opening individual activity, contact, or deal records. Use this to prioritize pipeline opportunities and identify risks.

</td></tr></tbody>
</table>## Empower sales professionals with an optimized mobile application

Sales representatives manage meetings, notes, and deal updates on the go from their mobile device. Sales agents can manages deals remotely, use the Sales CRM Mobile application for tracking and updating opportunities and leads on the field. Sales CRM Mobile supports the **sales\_agent**, **sales\_restricted\_agent**, **sales\_manager**, and **lead\_agent** personas.

**Related topics**  


[Configure Sales CRM Mobile Application](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-sales-crm-mobile.md)

[Sales CRM Mobile Application](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/sales-crm-mobile-application.md)