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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
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