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Sage Software SageCRM 6.1 Chapter 3 Working with CRM from a Mobile Device

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Wireless Mobile Guide 3–1

Chapter 3 Working with CRM from a Mobile Device

In this chapter you will learn about:

 Example mobile devices.

 Logging on and logging off.

 Basic screen elements.

 Searching for information.

 Adding customer information.

 Managing your calendar.

 Managing leads, opportunities, and cases.

 Viewing reports.

 Selecting a Dashboard for your mobile device.

 Synchronizing with Microsoft Outlook.

Introduction

This chapter describes how to navigate CRM using a mobile device such as a

PDA or a BlackBerry. WAP-enabled mobile phones are covered in "Chapter 4

Working with CRM from a WAP Phone"

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://yourserver/yourapp

The Logon page is displayed:

Contents

Main SageCRM 6.1 Wireless Mobile Guide Page Contents Chapter 1: Introduction Chapter 2: Getting Started Chapter 3: Working with CRM from a Mobile Device Chapter 4: Working with CRM from a WAP Mobile Phone Chapter 1 Introduction Introduction Chapter Summary Chapter 2 Getting Started Prerequisites Mobile Devices Enabling Users URLs for Accessing CRM Making Devices Known to CRM Setting Up New Devices Page Mapping User Agents Mapping Unassigned User Agents Wireless Mobile Screen Customization Customizing Mobile Screens Customizing WAP Screens Page Page Chapter 3 Working with CRM from a Mobile Device Introduction Logging On Logging Off Moving Around The Basic Screen Elements Finding Information Example: Finding a Person Example: Finding an Opportunity Adding Customer Information Example: Adding a Person to a Company Page Doing Your Work Navigating Your Calendar Page Managing Leads, Opportunities, and Cases Reporting Running a Report Page Dashboard Synchronizing with Microsoft Outlook Now you can Page Page Chapter 4 Working with CRM from a WAP Mobile Phone Moving Around Basic Navigation Elements Logging on Finding Contact Information Searching for a Person Searching for a Company Doing Your Work Navigating your Communications List Navigating your Calendar Changing the Status of a Communication Finding and Progressing an Opportunity Example: Closing a Sale Finding and Progressing a Case Example: Progressing a Case