---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Manage sales records on Sales CRM Mobile

# Manage sales records on Sales CRM Mobile {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
View and manage your accounts, leads, opportunities, and contact details from Sales hub on Sales CRM Mobile application.

## Before you begin

Role required: sales_mobile_user

## About this task

## Procedure

1. Open Sales CRM Mobile and select Sales hub.  
   The Sales section displays a tile for Opportunity, Account, Lead, and Contacts.
2. Select the Opportunity tile.  
   The My Opportunities tab displays the list of current opportunities assigned to you and their status. The All tab displays all the opportunities in the system that are visible to you.
   1. Select an opportunity to view its record.  
      The record displays the Overview, Details, Related, and Activities tabs.
   2. Select the Related tab to view the tasks, meetings, and other details related to that opportunity.
   3. Select the Activities tab to add more information to the opportunity.
   4. Select Add Comment to add a work note to the record.
   5. Select Document to attach a document to the record.
   6. Select Image to attach an image to the record.
   7. Select Camera to take a photo and attach it to the record.
   {#manage-accounts-consumers-contacts-sales-crm-mobile__substeps_manage-accounts-consumers-contacts-sales-crm-mobile-opportunity}
3. Select the Account tile.  
   The Account tab displays all the accounts assigned to you. Select any account to view its complete details.
4. Select the Lead tile.  
   The My Leads tab displays the list of leads assigned to you and their status. The All tab displays all the leads in the system that are visible to you.
   1. Select a lead to view its record.  
      The record displays the Overview, Details, Related, and Activities tabs.
   2. Select the Related tab to view the tasks, meetings, and other details related to that lead.
   3. Select the Activities tab add more information to the lead.
   4. Select Add Comment to add a work note to the record.
   5. Select Document to attach a document to the record.
   6. Select Image to attach an image to the record.
   7. Select Camera to take a photo and attach it to the record.
   {#manage-accounts-consumers-contacts-sales-crm-mobile__substeps_manage-accounts-consumers-contacts-sales-crm-mobile-lead}
5. Select the Contact tile.  
   View all the contacts that you have and select any contact to view more details about them.
6. Under the Pipeline health section, view all the statistics of the opportunities and the assets.

## What to do next

Access ServiceNow Otto AI interface to know more about your current records and view their summary.
**Related concepts**   

* [Sales CRM Mobile Application](https://www.servicenow.com/docs/iZsV80imIjBlJhrg6jurGA "Sales CRM Mobile is a mobile application that lets sales representatives and managers view and manage the Sales CRM application on their mobile phones from anywhere.")  
**Related tasks**   

* [Configure Sales CRM Mobile Application](https://www.servicenow.com/docs/wqt1O6LWhPclIH1pGkSiEA "Activate the Sales CRM Mobile plugin, then use the Now Agent mobile app to log in and access Sales CRM Mobile application.")