Sage Software Cell Phone SageCRM 6.1 Manual do Utilizador descarregar pdf (Página 4)

ii Sage CRM

Navigating Your Calendar .................................................. 3-7

Managing Leads, Opportunities, and Cases ....................................... 3-9

Reporting .................................................................... 3-10

Running a Report.......................................................... 3-10

Dashboard.................................................................... 3-12

Synchronizing with Microsoft Outlook .......................................... 3-13

Now you can… ............................................................... 3-13

Chapter 4: Working with CRM from a WAP Mobile Phone

Moving Around................................................................ 4-1

Basic Navigation Elements .................................................. 4-1

Logging on ................................................................ 4-2

Finding Contact Information .................................................... 4-3

Searching for a Person ...................................................... 4-3

Searching for a Company.................................................... 4-4

Doing Your Work .............................................................. 4-5

Navigating your Communications List ....................................... 4-5

Navigating your Calendar................................................... 4-6

Changing the Status of a Communication ..................................... 4-7

Finding and Progressing an Opportunity ......................................... 4-8

Example: Closing a Sale ..................................................... 4-8

Finding and Progressing a Case.................................................. 4-9

Example: Progressing a Case ................................................ 4-9

Now you can… ............................................................... 4-10

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Sage Software Cell Phone SageCRM 6.1 Manual do Utilizador Página 4