---
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


---

# View your day

# View your day 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 your meetings, tasks, and priority opportunities for the day on the My Day tab of Sales CRM Mobile.

## Before you begin

Role required: sales_mobile_user

## About this task

## Procedure

1. Open Sales CRM Mobile and tap My Day.  
   The My Day tab shows the following sections:
   * Today's meetings: your scheduled meetings for the day.
   * Tasks due: tasks assigned to you, such as lead and opportunity tasks.
   * Opportunities in focus: a summary of your critical and at-risk opportunities.
   {#view-your-day-sales-crm-mobile__ul_view-your-day-sales-crm-mobile-sections}
2. Select the search icon ![]() on the My Day tab to search your records using AI Search.  
   You can search for the following records and their line items:
   * Opportunities
   * Leads
   * Accounts
   * Contacts

   {#view-your-day-sales-crm-mobile__ul_view-your-day-sales-crm-mobile-search-records}

   You can also use voice search. For more information, see [Enable voice search](https://www.servicenow.com/docs/access?context=turn-on-voice-search&version=brazil&pubname=brazil-mobile&ft:locale=en-US).  
   Note:  
   AI Search is not available in offline mode.
3. Scroll to the bottom of the My Day tab to access Quick Access.
4. The Quick Access tab shows the following sections:  
   * Tasks: View the list of tasks accessible to you and the status of those tasks. You can select a task to view more details.
   * Calendar: You can view the scheduled meetings.
   * Touchpoints: View your touchpoints related to your records on the My Touchpoints tab. You can view all the touchpoints in your instance on the All tab. Touchpoints track your interactions with contacts, accounts, leads, and opportunities. Each card shows the category, state, touchpoint number, name, associated record, and type. Select a touchpoint to view its details and activities, and go to its associated contact, account, lead, or opportunity.

## What to do next

Visit the Sales Hub tab to manage your accounts, contacts, leads and opportunities.
**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**   

* [Manage sales records on Sales CRM Mobile](https://www.servicenow.com/docs/fAGeysA5rdY6YxSabzZ0Fg "View and manage your accounts, leads, opportunities, and contact details from Sales hub on Sales CRM Mobile application.")
* [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.")