Manuals / Brands / Cell Phone / Cell Phone / Sage Software / Cell Phone / Cell Phone

Sage Software SageCRM 6.1 Changing the Status of a Communication

1 43

Download 43 pages, 1.07 Mb

Doing Your Work

Wireless Mobile Guide 4–7

Changing the Status of a Communication

As well as viewing information on your tasks and appointments, you can update

their status.

To change the status of a meeting from Pending to Complete:

1. Open the Communication Summary page.

Communication Summary page

2. Select Edit from end of the page.

The Communication Edit page is displayed.

Communication Edit page

3. Change the Status to Complete, and select Save.

The status of the communication is changed to Complete.

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