Sage Software Cell Phone SageCRM 6.1 manuali

Manuali dei proprietari e guide per l'utente per Manuali per software Sage Software Cell Phone SageCRM 6.1.
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Sage software Cell Phone SageCRM 6.1 Manuale Utente (43 pagine)

Marchio: Sage-software | Categoria: Manuali per software | Dimensione: 1.07 MB |

Inglese

Indice

SageCRM 6.1

1

Wireless Mobile Guide

1

Contents

3

Chapter 1

5

Introduction

5

Chapter Summary

6

Chapter 2

7

Getting Started

7

Mobile Devices

8

URLs for Accessing CRM

8

Making Devices Known to CRM

10

2–4 Sage CRM

10

Mapping User Agents

11

2–6 Sage CRM

12

Customizing Mobile Screens

13

Customizing WAP Screens

14

Now you can…

15

Chapter 3

17

Logging Off

18

Moving Around

19

Finding Information

20

Wireless Mobile Guide 3–5

21

Adding Customer Information

22

Wireless Mobile Guide 3–7

23

Doing Your Work

24

Wireless Mobile Guide 3–9

25

New Opportunity

26

Reporting

27

3–12 Sage CRM

28

Dashboard

29

Chapter 4

33

Logging on

34

Finding Contact Information

35

Searching for a Company

36

Navigating your Calendar

38

Wireless Mobile Guide 4–7

39

Example: Closing a Sale

40

Example: Progressing a Case

41

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