Sage Software 5.8 manual Working with CRM from a Mobile Phone

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

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