Manual De UsuarioTabla de contenidosIntroduction5Chapter Summary6Prerequisites7Mobile Devices8Enabling Users8URLs for Accessing CRM8Making Devices Known to CRM9Setting Up New Devices9Mapping User Agents11Mapping Unassigned User Agents12Wireless Mobile Screen Customization13Customizing PDA Screens13Customizing a Dashboard on Mobile Devices13Customizing WAP Screens14Now you can…16Logging On17Logging Off18Moving Around19The Basic Screen Elements19Finding Information20Example: Finding a Person20Example: Finding an Opportunity21Adding Customer Information22Example: Adding a Person to a Company22Doing Your Work24Navigating Your Calendar24Managing Leads, Opportunities, and Cases26Reporting27Running a Report27Dashboard29Synchronizing with Microsoft Outlook30Now you can…30Moving Around31Basic Navigation Elements31Logging on31Finding Contact Information32Searching for a Person33Searching for a Company34Doing Your Work35Navigating your Communications List35Navigating your Calendar36Changing the Status of a Communication37Finding and Progressing an Opportunity38Example: Closing a Sale38Finding and Progressing a Case39Example: Progressing a Case39Now you can…39Prerequisites41Setting Up a Connection42Connecting44WAP Browsing from a PDA45Now you can…45Tamaño: 1 MBPáginas: 46Language: EnglishManuales abiertas