Chapter 3
Working with CRM from a PDA
In this chapter you will learn about:
Logging on and logging off.
Basic screen elements.
Searching for information.
Adding customer information.
Managing your calendar.
Managing leads, opportunities, and cases.
Viewing reports.
Select a Dashboard for your PDA.
Synchronizing with Microsoft Outlook.
Logging On
You can reach the Logon page in this way:
1.Open your Web browser and enter the URL given to you by your system administrator. If you already access CRM from your desktop, type in the URL you normally use. This usually looks like this:
http://youripaddress/yourapp The Logon page is displayed:
CRM Logon page
Wireless Mobile Guide
