Sage Software Cell Phone SageCRM 6.1 Manual do Utilizador descarregar pdf (Página 39)

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.

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Sage Software Cell Phone SageCRM 6.1 Manual do Utilizador Página 39