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Cell Phone SageCRM 6.1
Manual do Utilizador
Sage Software Cell Phone SageCRM 6.1 Manual do Utilizador Página 31
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Now you can…
Wireless Mobile Guide 3–15
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SageCRM 6.1
1
Wireless Mobile Guide
1
Contents
3
Chapter 1
5
Introduction
5
Chapter Summary
6
Chapter 2
7
Getting Started
7
Mobile Devices
8
URLs for Accessing CRM
8
Making Devices Known to CRM
10
2–4 Sage CRM
10
Mapping User Agents
11
2–6 Sage CRM
12
Customizing Mobile Screens
13
Customizing WAP Screens
14
Now you can…
15
Chapter 3
17
Logging Off
18
Moving Around
19
Finding Information
20
Wireless Mobile Guide 3–5
21
Adding Customer Information
22
Wireless Mobile Guide 3–7
23
Doing Your Work
24
Wireless Mobile Guide 3–9
25
New Opportunity
26
Reporting
27
3–12 Sage CRM
28
Dashboard
29
Chapter 4
33
Logging on
34
Finding Contact Information
35
Searching for a Company
36
Navigating your Calendar
38
Wireless Mobile Guide 4–7
39
Example: Closing a Sale
40
Example: Progressing a Case
41
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