Sage Software Network Router 5.8 Manual do Utilizador descarregar pdf (Página 4)

Managing Leads, Opportunities, and Cases ...................................... 3-10

Reporting .................................................................... 3-11

Running a Report.......................................................... 3-11

Dashboard.................................................................... 3-13

Synchronizing with Microsoft Outlook ...................................... 3-14

Now you can… ............................................................... 3-14

Chapter 4: Working with CRM from a Mobile Phone

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

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

Logging on ................................................................ 4-1

Finding Contact Information .................................................... 4-2

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… ................................................................ 4-9

Chapter 5: WAP Browsing CRM from a PDA

Prerequisites................................................................... 5-1

Setting Up a Connection ........................................................ 5-2

Connecting .................................................................... 5-4

WAP Browsing from a PDA ..................................................... 5-5

Now you can… ................................................................ 5-5

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Sage Software Network Router 5.8 Manual do Utilizador Página 4