Sage Software Cell Phone SageCRM 6.1 Uživatelský manuál stáhnout pdf (Strana 17)

Wireless Mobile Guide 3–1

Chapter 3

Working with CRM from a Mobile Device

In this chapter you will learn about:

 Example mobile devices.

 Logging on and logging off.

 Basic screen elements.

 Searching for information.

 Adding customer information.

 Managing your calendar.

 Managing leads, opportunities, and cases.

 Viewing reports.

 Selecting a Dashboard for your mobile device.

 Synchronizing with Microsoft Outlook.

Introduction

This chapter describes how to navigate CRM using a mobile device such as a

PDA or a BlackBerry. WAP-enabled mobile phones are covered in "Chapter 4

Working with CRM from a WAP Phone"

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://yourserver/yourapp

The Logon page is displayed:

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Sage Software Cell Phone SageCRM 6.1 Uživatelský manuál Strana 17