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Sage Software
5.8
Manual Do Utilizador
Sage Software 5.8 Manual Do Utilizador
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Managing Leads, Opportunities, and Cases
......................................
3-10
Reporting
....................................................................
3-11
Running a Report
..........................................................
3-11
Dashboard
....................................................................
3-13
Synchronizing with Microsoft Outlook
......................................
3-14
Now you can…
...............................................................
3-14
Chapter 4: Working with CRM from a Mobile Phone
Moving Around
................................................................
4-1
Basic Navigation Elements
..................................................
4-1
Logging on
................................................................
4-1
Finding Contact Information
....................................................
4-2
Searching for a Person
......................................................
4-3
Searching for a Company
....................................................
4-4
Doing Your Work
..............................................................
4-5
Navigating your Communications List
.......................................
4-5
Navigating your Calendar
...................................................
4-6
Changing the Status of a Communication
.....................................
4-7
Finding and Progressing an Opportunity
.........................................
4-8
Example: Closing a Sale
.....................................................
4-8
Finding and Progressing a Case
..................................................
4-9
Example: Progressing a Case
................................................
4-9
Now you can…
................................................................
4-9
Chapter 5: WAP Browsing CRM from a PDA
Prerequisites
...................................................................
5-1
Setting Up a Connection
........................................................
5-2
Connecting
....................................................................
5-4
WAP Browsing from a PDA
.....................................................
5-5
Now you can…
................................................................
5-5
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