Sage Software SageCRM 6.1 マニュアル

目次

• Introduction

  1
• Chapter Summary

  1
• Prerequisites

  2
• Mobile Devices

  2
• Enabling Users

  2
• URLs for Accessing CRM

  2
• Making Devices Known to CRM

  2
• Setting Up New Devices

  2
• Mapping User Agents

  2
• Mapping Unassigned User Agents

  2
• Wireless Mobile Screen Customization

  2
• Customizing Mobile Screens

  2
• Customizing Dashboards for Mobile

  2
• Customizing WAP Screens

  2
• Now you can…

  2
• Introduction

  3
• Logging On

  3
• Logging Off

  3
• Moving Around

  3
• The Basic Screen Elements

  3
• Finding Information

  3
• Example: Finding a Person

  3
• Example: Finding an Opportunity

  3
• Adding Customer Information

  3
• Example: Adding a Person to a Company

  3
• Doing Your Work

  3
• Navigating Your Calendar

  3
• Managing Leads, Opportunities, and Cases

  3
• Reporting

  3
• Running a Report

  3
• Dashboard

  3
• Synchronizing with Microsoft Outlook

  3
• Now you can…

  3
• Moving Around

  4
• Basic Navigation Elements

  4
• Logging on

  4
• Finding Contact Information

  4
• Searching for a Person

  4
• Searching for a Company

  4
• Doing Your Work

  4
• Navigating your Communications List

  4
• Navigating your Calendar

  4
• Changing the Status of a Communication

  4
• Finding and Progressing an Opportunity

  4
• Example: Closing a Sale

  4
• Finding and Progressing a Case

  4
• Example: Progressing a Case

  4
• Now you can…

  4