Sage Software 5.8 Manuales de usuario

Tabla de contenidos

• Introduction

  5
  • Chapter Summary

    6
• Prerequisites

  7
• Mobile Devices

  8
  • Enabling Users

    8
• URLs for Accessing CRM

  8
• Making Devices Known to CRM

  9
  • Setting Up New Devices

    9
  • Mapping User Agents

    11
  • Mapping Unassigned User Agents

    12
• Wireless Mobile Screen Customization

  13
  • Customizing PDA Screens

    13
  • Customizing a Dashboard on Mobile Devices

    13
  • Customizing WAP Screens

    14
• Now you can…

  16
• Logging On

  17
• Logging Off

  18
• Moving Around

  19
  • The Basic Screen Elements

    19
• Finding Information

  20
  • Example: Finding a Person

    20
  • Example: Finding an Opportunity

    21
• Adding Customer Information

  22
  • Example: Adding a Person to a Company

    22
• Doing Your Work

  24
  • Navigating Your Calendar

    24
• Managing Leads, Opportunities, and Cases

  26
• Reporting

  27
  • Running a Report

    27
• Dashboard

  29
  • Synchronizing with Microsoft Outlook

    30
• Now you can…

  30
• Moving Around

  31
  • Basic Navigation Elements

    31
  • Logging on

    31
• Finding Contact Information

  32
  • Searching for a Person

    33
  • Searching for a Company

    34
• Doing Your Work

  35
  • Navigating your Communications List

    35
  • Navigating your Calendar

    36
  • Changing the Status of a Communication

    37
• Finding and Progressing an Opportunity

  38
  • Example: Closing a Sale

    38
• Finding and Progressing a Case

  39
  • Example: Progressing a Case

    39
• Now you can…

  39
• Prerequisites

  41
• Setting Up a Connection

  42
• Connecting

  44
• WAP Browsing from a PDA

  45
• Now you can…

  45