Sage Software Network Router 5.8 Manual do Utilizador descarregar pdf (Página 17)

Chapter 3

Working with CRM from a PDA

In this chapter you will learn about:

 Logging on and logging off.

 Basic screen elements.

 Searching for information.

 Adding customer information.

 Managing your calendar.

 Managing leads, opportunities, and cases.

 Viewing reports.

 Select a Dashboard for your PDA.

 Synchronizing with Microsoft Outlook.

Logging On

You can reach the Logon page in this way:

1. Open your Web browser and enter the URL given to you by your system

administrator. If you already access CRM from your desktop, type in the

URL you normally use. This usually looks like this:

http://youripaddress/yourapp

The Logon page is displayed:

CRM Logon page

Wireless Mobile Guide 3–1

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Sage Software Network Router 5.8 Manual do Utilizador Página 17