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SageCRM 6.1
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43 pages, 1.07 Mb
Now you can…
4–10 Sage CRM
Now you can…
Move around and log on.
Find contact information.
Manage your calendar.
Find and progress a Sales Opportunity.
Find and progress a case.
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
