Overview of CX Sales Mobile Setup
Here's an overview of the main steps in your CX Sales Mobile setup.
| Setup Task | Where to Get More Details |
|---|---|
Step 1 Understand the app and review system requirements and other pertinent information. |
See: Overview of CX Sales Mobile and What are the system requirements for Oracle CX Sales Mobile? |
Step 2 Use the System Status tool to ensure that the app deployment is successful. Optionally, generate a QR code that auto-populates sign-in settings. |
Review initial installation tasks. See: Simplified CX Sales Mobile App Deployment |
Step 3 The Oracle CX Sales Mobile app is ready to use after you download and install it. So, it's best to try out the app and become familiar with its standard capabilities. |
See: Get Started with Your Mobile Implementation |
Step 4 Implement more features and functionality for the app, including adding offline mode support, map view, business card scanning, and more. |
See: Get Started with Your Mobile Implementation |
|
Step 5 Configure and Extend CX Sales Mobile, including changing layouts and adding or removing UI components. |
Start with: Configure and Extend CX Sales Mobile |
Step 6 Test your configurations. |
See: Test Your Configurations |
Step 7 Become familiar with the end-user experience and capabilities. |
See: Get Started with CX Sales Mobile |
Step 8 Enable other features, such as embedding links that open custom apps, web apps, or other mobile apps. |
See: Embed Links That Open a Web App or Another Mobile App and Embed Links to Custom Apps in the Main Menu |