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Sage Software 5.8 manual Company Add Person

Models: 5.8

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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

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Sage Software 5.8 manual Company Add Person

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 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 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