Sage Software Cell Phone SageCRM 6.1 Manuale Utente Pagina 43
- Pagina / 43
- Indice
- SEGNALIBRI
- 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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