Sage Software SageCRM 6.1 Logging Off

Logging Off

3–2 Sage CRM

CRM Logon page

2. Enter your User Name and Password and click the Log On button.

You are logged on. By default, a successful logon displays the My CRM

Calendar for today.

CRM Calendar

Logging Off

To log off:

1. Select the Log Off main menu button at the top of the screen.

You are also automatically logged off if you close the browser window or

navigate to another site within the same browser window.

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