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Pega Sales Automation Mobile Application

Suggest edit Updated on February 14, 2019

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 ObjectsDevice Type
DesktopiPadSmartphone
CreateYesYesYes
Search boxYesYesYes
User DropdownYesYesNo
RecentsYesYesYes
FollowingYesYesYes
Switch PortalsYesNoNo
EmailYesNoYes
CalenderYesNoNo
ProfileNoYesNo
Log OffYesYesYes
Follow/unfollowYesNoYes
HistoryYesNoNo
RefreshYesNoNo
PrintYesNoNo
PulseYesYesYes
Sales TeamYesNoNo
FollowersYesYesNo
AttachmentsYesYesYes
Attachments - AddYesYesNo

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.

You can use Apple Touch ID to log in when using the dedicated application
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