Sage Software 5.8 manual Company Add Person

Page 23

Adding Customer Information

Company – Add Person

3.Select the New button from the context area.

4.Complete the person details and select the Save button in the context area.

Note: You can link opportunities, cases, leads, and communications to companies in the same way.

Wireless Mobile Guide 3–7

Image 23

Contents Sage Accpac CRM Wireless Mobile Guide Page Contents Working with CRM from a Mobile Phone Introduction Chapter IntroductionChapter Summary Chapter SummaryPrerequisites Chapter Getting StartedEnabling Users URLs for Accessing CRMTo enable a user for mobile Mobile DevicesMaking Devices Known to CRM Setting Up New DevicesTo set up a new device Field Description To map a user agent to a device Mapping User AgentsTo map an unassigned user agent Mapping Unassigned User AgentsCustomizing a Dashboard on Mobile Devices Wireless Mobile Screen CustomizationCustomizing PDA Screens Customizing WAP Screens To enable/disable the availability of a block to mobileWireless Mobile Screen Customization Now you can… You can reach the Logon page in this way Chapter Working with CRM from a PDALogging On To log off Logging OffBasic Screen Elements Moving Around Go Arrow Finding Information Example Finding a Person To find informationExample Finding an Opportunity To add a person to an existing company Adding Customer InformationExample Adding a Person to a Company To add informationCompany Add Person Navigating Your Calendar Doing Your WorkNew Appointment To create a new lead, opportunity, or case Managing Leads, Opportunities, and CasesTo run a sample report To update an existing lead, opportunity, or caseReporting Running a ReportYou may need to scroll down to view the full report details To view a Dashboard from your mobile device DashboardTo select a Dashboard for your PDA To do this Synchronizing with Microsoft OutlookEdit box Link Chapter Working with CRM from a Mobile PhoneBasic Navigation Elements Logging onFinding Contact Information To look up a persons phone and address details Searching for a PersonTo search for a company Searching for a CompanyTo display your current list of tasks and appointments Navigating your Communications ListTo navigate to your Calendar To change the status of a meeting from Pending to Complete Changing the Status of a CommunicationExample Closing a Sale Finding and Progressing an OpportunityTo progress a case Finding and Progressing a CaseExample Progressing a Case Now you can… Before you get started, you will need to make sure that you Chapter WAP Browsing CRM from a PDATo set up a connection Setting Up a ConnectionMy Connection Page One To connect to the Internet ConnectingTo start WAP browsing from a PDA WAP Browsing from a PDACRM Document Version Code IMP-WMG-ENG-580-1.0

Related manuals

Manual 29 pages 14 Kb