Links may not function; however, this content may be relevant to outdated versions of the product.
Pega Sales Automation Mobile Application
The Pega Sales Automation Mobile Application is for mobile sales teams to use while on the go. The application is built using mobile device APIs and includes geo-location to find contacts nearby, voice-to-text capabilities, and push notifications for real-time updates. This application is designed for the mobile experience and includes mobile dashboards that provide real-time business insights.
The mobile application supports Android and IOS smartphone devices.
Installing the Mobile application
You can access Pega Sales Automation Mobile Application in three ways:
- Downloading the application by scanning the QR code
- Downloading the Pega Platform hybrid client and connecting to the application
- Accessing from the browser
For steps on how to download the mobile application, read Custom Pega Mobile Client modules for the Android platform.
Features supported in the Pega Sales Automation application
The table below summarizes the features supported by the iPad, mobile, and desktop applications.
| Work Objects | Device Type | ||
|---|---|---|---|
| Desktop | iPad | Smartphone | |
| Create | Yes | Yes | Yes |
| Search box | Yes | Yes | Yes |
| User Dropdown | Yes | Yes | No |
| Recents | Yes | Yes | Yes |
| Following | Yes | Yes | Yes |
| Switch Portals | Yes | No | No |
| Yes | No | Yes | |
| Calender | Yes | No | No |
| Profile | No | Yes | No |
| Log Off | Yes | Yes | Yes |
| Follow/unfollow | Yes | No | Yes |
| History | Yes | No | No |
| Refresh | Yes | No | No |
| Yes | No | No | |
| Pulse | Yes | Yes | Yes |
| Sales Team | Yes | No | No |
| Followers | Yes | Yes | No |
| Attachments | Yes | Yes | Yes |
| Attachments - Add | Yes | Yes | No |
Working with the Pega Sales Automation Mobile application
The Mobile application provides many features to make work easier for sales representatives. In this demonstration video, you see how Terry Mason, a sales representative, uses those features.