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Crelate Connector Mobile App

The SMS Crelate Connector app can be added by navigating to the app or Google Play store and typing in Crelate or Crelate Connector. 

Please check out our video on this content on this topic: HERE

 

 

Once the app has been added, you'll be prompted to sign in. After entering your Crelate credentials, you'll be brought to your home screen. This will provide a landing page to quickly navigate to all your contacts, companies, opportunities, SMS messages, and tasks & events.

 

Navigating to your contacts, companies or opportunities section will display a list of all records as well as allow you to select different views and lists.

 

Selecting into a specific record will provide a full overview of that profile.

 

Navigating to the search icon at the bottom of your app will allow you to query for specific contact, company and opportunity names.

Simply by typing in the search bar above, you'll be able to view those results.

 

Navigating to the Text Message section (for those users with active text message licenses) you'll be able to view all recent text communication. 

 

Selecting a specific contact will allow you to view and send additional text messages.

 

The "Tasks & Events" section will allow you to view a calendar history of all upcoming appointments so that they may be completed, updated, or rescheduled. 

 

 

 

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