User's Manual

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
ii Sage CRM