First Time Logging into Mobile CRM

The first time that a user logs into Resco's Mobile CRM, device users should make the following selections:

1. Launch the Mobile CRM app.

2. On the Meet Resco Mobile CRM screen, tap Skip Tour. 

3. On the Welcome to Resco Mobile CRM screen, select Internal User.

4. On the Sync screen, select Standard User next to User Mode.

5. Enter the following: 

   • URL: Enter the URL of MobileTech Integration Sync Server. The URL must include the server name, website port number, and company database name. Example: https://mobiletech.company.com/companydatabase. 
     Note: The internal address will be http://servername:8888/companydatabase. Your IT manager will need to update the firewall rules to map the external SSL traffic to the internal MobileTech port of 8888.

   • Username: A technician's MobileTech username is the email address that is set up in MobileTech Administration. See Add a MobileTech User. 

   • Password: A technician's password is set up in MobileTech Administration. See Add a MobileTech User.

6. To save the password, set the Save Password toggle to On.