Sage Software 5.8 manual Finding Contact Information

Models: 5.8

1 46
Download 46 pages 15.76 Kb
Page 32
Image 32

Finding Contact Information

http://companyipaddress/yourserver/yourapp

2.Bookmark the link.

The CRM Logon page is displayed.

CRM Logon page

3.Select the Logon edit box, and enter your Logon ID and press on the left hand button below OK.

When the CRM Logon page is displayed, enter your Password and click on the left hand button.

4.Scroll down and select the Logon link at the end of the page. The CRM main menu is displayed.

CRM Main Menu

You can now start using CRM.

Note: You can be logged onto CRM on your mobile phone and your desktop simultaneously. This means you can enter data into CRM from your desktop and see it on your mobile phone, and you can progress data on your mobile phone and see it on your desktop, in real time.

Finding Contact Information

Once you have logged onto CRM from your phone, you can search for person and company contact information.

4–2 Sage CRM

Page 32
Image 32
Sage Software 5.8 manual Finding Contact Information