Get started in the app
For reps. Create your login, sign in and find your way around.
- Install the free Field Ops CRM app from the App Store on your iPhone.
- Open the invite email from your company and tap the link, or open the app and choose Invited to a team? Create your login.
- Use the email address the invite was sent to and choose a password. If the app asks for a code, it's in your email: tap the button in that email on your iPhone to confirm and open the app, or type the code into the app.
- Tell the team who you are: add your Full name and Mobile number, and your birthday if you like. Your name is how you show up on accounts and tasks. Tap Let's go.
The first time you sign in, the app welcomes you to your team, tells you who your manager is, and downloads your accounts. After that it works offline.
Home shows a Getting started card with three first steps: find your first account, log your first visit, and send your first sell sheet. Each one ticks itself off when you do it.
The app asks to send notifications once you have a task or message, and asks for your location when you check in on a visit. You can change either in your iPhone's Settings.
Once you're in, the app shows your company's brand. The tabs along the bottom:
- Home: today's tasks, your numbers and recent activity.
- Accounts: your venues, as a list or a map.
- Tasks: what's due, overdue and coming up.
- Messages: updates from your managers.
- More: contacts, targets, route planner, help and settings.
If your company switched a feature off, its tab, menu item or first step doesn't appear.
Everything you enter saves on your phone first, so the app works without signal. See Working offline.