How to Download and Use the Sierra Mobile App to Manage Your Leads on the Go
Stay connected and efficient with lead management and communication at your fingertips.
Summary
The Sierra Mobile App is the mobile version of your Sierra CRM, designed for agents and team members to manage leads, communicate, and complete tasks while away from the desktop. It is not intended for clients, so they cannot browse listings or search for homes in the app.
With the Mobile App, you can respond to messages, update tasks, and manage Call Lists in real time, helping you stay organized and productive while on the go.
The Dialer must be enabled and connected in order for you to access the app. If you need help setting up the Dialer visit: Mastering the Sierra Dialer: A Complete Guide to Setup & Strategy
Table of Contents
Before You Begin
Before downloading the app, confirm:
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Your Sierra subscription is active
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Your Dialer is connected
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Your device is running a supported iOS or Android version
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You have a stable internet connection
The Mobile App will not unlock without an active Dialer connection.
How to Download the Sierra Mobile App
Step 1: Connect to the Dialer
To download the Sierra App, you must first be connected to the Sierra dialer. The Mobile App unlocks only after you have connected your Dialer in Sierra.
Step 2: Download the App
The Sierra Mobile App is free to download:
- iPhone (iOS): App Store
- Android: Google Play Store
Once downloaded, log in using your Sierra CRM credentials.
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Site Name: Your website URL (LArealestate.com).
- Username & Password: What you use to login to Sierra.
Key Features of the Sierra Mobile App
The Sierra Mobile App makes it easy to communicate with your leads and manage tasks on the go. Navigation icons at the bottom of the screen give you quick access to Leads, Inbox, Tasks, and more.
1. Inbox Management
- Tap the Inbox icon to view texts, calls, emails, and property inquiries
- Click the down arrow to reply using a typed message, template, photo, 20-second video, or listing
- Use the ellipsis menu to archive messages
- Keep your inbox clear by responding to pending messages first
2. Tasks
- Tap the Tasks icon to view due tasks, including calls, texts, emails, on-site messages, and action plan items
- Click the down arrow to open a task
- Use the ellipsis menu to:
- Add notes
- Mark complete
- Remove tasks
- View lead information
3. Leads & Lead Search
- Tap the Leads icon to manage and search your leads
- Use Filter Leads or the drop-down to find specific groups (e.g., upcoming birthdays, active searchers)
- Use Select + Bulk Actions to:
- Send texts or emails
- Add to a call list
- Apply an action plan or drip campaign
- Update lead status
- Call Lists sync between desktop and mobile for seamless workflow
4. Smart Filters
- Toggle between Smart Filters to manage:
- Assigned leads
- Pond leads
- Any custom filters created in the web app
5. Contextables
- Tap to view insights such as:
- Price ranges browsed
- Recent search locations
- Saved and viewed properties
- Last site activity
- Registration date
6. Lead Detail Page
- Access via search bar or Lead Menu
- From the Lead Detail Page, you can:
- View full communication history
- Edit lead information
- Manage tasks and action plans
- Review saved homes
- Send texts, emails, or 20-second video messages
- Make calls and log outcomes
- Create on-site messages
7. E-Alerts & Market Updates
- Click a lead → Searches tab → select E-Alert or Market Update
- E-Alerts notify buyers of new listings; Market Updates provide seller-focused insights
App Settings & Preferences
The Sierra Mobile App allows you to customize your experience and manage your profile, notifications, and preferences directly from your mobile device. Access all settings by tapping the hamburger menu in the top-right corner of the app and selecting Settings.
1. Profile
- Upload/change photo
- Edit contact info
- Reset/change password
2. Agent Availability (Manager-Level Users)
Managers can control lead routing for team members:
- Toggle lead routing off to pause assignments for a specific agent or multiple agents
- Toggle lead routing on to resume lead assignments
3. Notifications
Customize how and when you’re notified about lead activity:
- Notifications are categorized as:
- General: e.g., new lead assigned
- Behavioral: e.g., lead saves a property
- Adjust notification preferences in the Notification Settings section to stay informed without missing important updates
4. Theme & View Mode
Make the app visually comfortable and choose the view that fits your role:
- Themes: Blue (default), Dark, Contrast
- Manager View: Full access to all CRM data
- Agent View: Shows only leads and activities assigned to the user
Features Unique to the Sierra Mobile App
- User-Specific Lead Generation QR Code: Generate from Leads → Add Lead → QR Code or your Profile menu
- Live Indicator: Green dot shows when a lead is actively browsing your website
- Enhanced Notifications: Enable push notifications for real-time alerts
- Insert Listings & Video: Add listings or record/send short 20-second videos in texts and emails
- Long-Press App Shortcuts: Quick access to search leads, view call lists, add leads, or generate your lead QR code
Daily Workflow in the Sierra Mobile App
Follow this workflow to stay productive on the go:
- Inbox – Respond to pending messages first
- Tasks – Complete due tasks and log outcomes
- Leads & Bulk Actions – Filter, search, and perform bulk actions to keep your leads organized
Best Practices for Using the Sierra Mobile App
- Build Call Lists in the desktop CRM so they sync seamlessly to the app
- Enable push notifications to avoid missing high intent lead activity
- Use video messaging to personalize your outreach
- Check the green activity dot before calling active leads
- Use Smart Filters on mobile to prioritize your follow up
Troubleshooting Common Issues
These steps resolve most common issues. If problems continue, contact Support.
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Check Your Internet Connection
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Switch between Wi-Fi and cellular data
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Temporarily disable any VPN
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Confirm you have a stable connection
Restricted networks may impact app performance.
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Confirm Your Dialer Is Connected
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The Mobile App requires an active Dialer connection. If your Dialer is not set up, you will not be able to log in.
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Verify Notification Settings
If you are not receiving alerts:
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Open the app → Settings → Notifications
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Confirm notifications are enabled
Then check your device settings to ensure notifications are allowed for the Sierra app.
For device-level assistance, refer to your device manufacturer’s support resources.
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Clear Cache (Android Only)
On Android:
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Open Device Settings
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Select Apps → Sierra
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Tap Storage
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Select Clear Cache
If using iPhone, proceed to uninstall and reinstall.
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Uninstall and Reinstall
If the app is slow, crashing, or not loading:
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Delete the app
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Restart your device
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Reinstall from the App Store or Google Play
You will not lose any data. All information is stored in your Sierra CRM, not on your device.
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FAQs
- Do clients use this app to search for homes?
No. This app is for agents and team members to manage leads. Clients do not use this app for home searching. - Why do I not see the Mobile App in my Sierra account?
The Dialer must be connected. The app becomes available only after the Dialer setup is complete. - Will my desktop settings sync to the Mobile App?
Yes. Smart Filters, Call Lists, action plans, and lead assignments sync between desktop and mobile. - Is the Mobile App free?
Yes. It is included with your Sierra subscription.