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Finding Contact Information
http://companyipaddress/yourserver/yourapp
2. Bookmark the link.
The CRM Logon page is displayed.
CRM Logon page
3. Select the Logon edit box, and enter your Logon ID and press on the left
hand button below OK.
When the CRM Logon page is displayed, enter your Password and click on
the left hand button.
4. Scroll down and select the Logon link at the end of the page.
The CRM main menu is displayed.
CRM Main Menu
You can now start using CRM.
Note: You can be logged onto CRM on your mobile phone and your
desktop simultaneously. This means you can enter data into CRM from your
desktop and see it on your mobile phone, and you can progress data on your
mobile phone and see it on your desktop, in real time.
Finding Contact Information
Once you have logged onto CRM from your phone, you can search for person
and company contact information.
4–2 Sage CRM
- Sage Accpac CRM 5.8 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 PDA Screens 13
- Customizing WAP Screens 14
- Wireless Mobile Guide 2–9 15
- Now you can… 16
- Chapter 3 17
- Working with CRM from a PDA 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 31
- Finding Contact Information 32
- Searching for a Person 33
- Searching for a Company 34
- Navigating your Calendar 36
- Wireless Mobile Guide 4–7 37
- Example: Closing a Sale 38
- Manage your calendar 40
- Find and progress a case 40
- Chapter 5 41
- WAP Browsing CRM from a PDA 41
- Setting Up a Connection 42
- Wireless Mobile Guide 5–3 43
- Connecting 44
- WAP Browsing from a PDA 45
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