Sage Software 5.8 用户手册

Sage Software

Managing Leads, Opportunities, and Cases

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Running a Report

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Synchronizing with Microsoft Outlook

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Chapter 4: Working with CRM from a Mobile Phone

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Basic Navigation Elements

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Finding Contact Information

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Searching for a Person

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Searching for a Company

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Doing Your Work

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Navigating your Communications List

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Navigating your Calendar

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Changing the Status of a Communication

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Finding and Progressing an Opportunity

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Example: Closing a Sale

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Finding and Progressing a Case

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Example: Progressing a Case

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Chapter 5: WAP Browsing CRM from a PDA

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Setting Up a Connection

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WAP Browsing from a PDA

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ii Sage CRM