Sage Software SageCRM 6.1 Logging on

Moving Around

4–2 Sage CRM

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:

http://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.

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