Sage Software 5.8 manual Chapter Working with CRM from a Mobile Phone, Basic Navigation Elements

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Chapter 4

Working with CRM from a Mobile Phone

In this chapter you will learn about:

Moving around and logging on.

Finding contact information.

Managing your Calendar.

Finding and progressing a Sales Opportunity.

Finding and progressing a case.

Moving Around

You must be familiar with the navigation elements on your WAP-enabled mobile phone before you can log onto and work with CRM. A Nokia 6800 mobile phone is used for illustration purposes in this document, but you can use any WAP- enabled mobile phone.

Basic Navigation Elements

Edit box

Link

Navigation Elements

Links. Enable you to move from one page to the next.

Edit Boxes. Enable you to enter text or select from a list of options. Edit boxes have square brackets around them.

Logging on

To log onto CRM from your WAP phone:

1.Enter the URL given to you by your Systems Administrator. This usually looks like this:

Wireless Mobile Guide 4–1

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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 DevicesTo set up a new device Setting Up New DevicesMaking Devices Known to CRM Field Description To map a user agent to a device Mapping User AgentsTo map an unassigned user agent Mapping Unassigned User AgentsCustomizing PDA Screens Wireless Mobile Screen CustomizationCustomizing a Dashboard on Mobile Devices Customizing WAP Screens To enable/disable the availability of a block to mobileWireless Mobile Screen Customization Now you can… Logging On Chapter Working with CRM from a PDAYou can reach the Logon page in this way To log off Logging OffBasic Screen Elements Moving AroundGo Arrow Finding InformationExample 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 Report You may need to scroll down to view the full report details To select a Dashboard for your PDA DashboardTo view a Dashboard from your mobile device 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 OpportunityExample Progressing a Case Finding and Progressing a CaseTo progress 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

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