1. To use WPCRM on your mobile device, simply put your WPCRM url into the browser.
2. Enter your Log In information.
3. The WPCRM mobile home screen will display.
4. Click on the area you’d like to view.
5. The interactive capabilities WPCRM Mobile are limited at this point, but you can view and edit your Accounts, Contacts, Opportunities, and filter the Analytic information displayed on the Mobile version of WPCRM.