Sage Software 5.8 manual Working with CRM from a Mobile Phone

Page 4

Managing Leads, Opportunities, and Cases	3-10
Reporting	3-11
Running a Report	3-11
Dashboard	3-13
Synchronizing with Microsoft Outlook	3-14
Now you can…	3-14

Chapter 4: Working with CRM from a Mobile Phone

Moving Around	4-1
Basic Navigation Elements	4-1
Logging on	4-1
Finding Contact Information	4-2
Searching for a Person	4-3
Searching for a Company	4-4
Doing Your Work	4-5
Navigating your Communications List	4-5
Navigating your Calendar	4-6
Changing the Status of a Communication	4-7
Finding and Progressing an Opportunity	4-8
Example: Closing a Sale	4-8
Finding and Progressing a Case	4-9
Example: Progressing a Case	4-9
Now you can…	4-9

Chapter 5: WAP Browsing CRM from a PDA

Prerequisites	5-1
Setting Up a Connection	5-2
Connecting	5-4
WAP Browsing from a PDA	5-5
Now you can…	5-5

ii Sage CRM

Image 4

Contents Sage Accpac CRM Wireless Mobile Guide Page Contents Working with CRM from a Mobile Phone Chapter Introduction IntroductionChapter Summary Chapter SummaryChapter Getting Started PrerequisitesURLs for Accessing CRM To enable a user for mobileMobile Devices Enabling UsersTo set up a new device Setting Up New DevicesMaking Devices Known to CRM Field Description Mapping User Agents To map a user agent to a deviceMapping Unassigned User Agents To map an unassigned user agentCustomizing PDA Screens Wireless Mobile Screen CustomizationCustomizing a Dashboard on Mobile Devices To enable/disable the availability of a block to mobile Customizing WAP ScreensWireless Mobile Screen Customization Now you can… Logging On Chapter Working with CRM from a PDAYou can reach the Logon page in this way Logging Off To log offMoving Around Basic Screen ElementsFinding Information Example Finding a PersonTo find information Go ArrowExample Finding an Opportunity Adding Customer Information Example Adding a Person to a CompanyTo add information To add a person to an existing companyCompany Add Person Doing Your Work Navigating Your CalendarNew Appointment Managing Leads, Opportunities, and Cases To create a new lead, opportunity, or caseTo update an existing lead, opportunity, or case ReportingRunning a Report To run a sample reportYou 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 Synchronizing with Microsoft Outlook To do thisChapter Working with CRM from a Mobile Phone Basic Navigation ElementsLogging on Edit box LinkFinding Contact Information Searching for a Person To look up a persons phone and address detailsSearching for a Company To search for a companyNavigating your Communications List To display your current list of tasks and appointmentsTo navigate to your Calendar Changing the Status of a Communication To change the status of a meeting from Pending to CompleteFinding and Progressing an Opportunity Example Closing a SaleExample Progressing a Case Finding and Progressing a CaseTo progress a case Now you can… Chapter WAP Browsing CRM from a PDA Before you get started, you will need to make sure that youSetting Up a Connection To set up a connectionMy Connection Page One Connecting To connect to the InternetWAP Browsing from a PDA To start WAP browsing from a PDACRM Document Version Code IMP-WMG-ENG-580-1.0

Related manuals

Manual 29 pages 14 Kb