Sage Software Network Router 5.8 Instrukcja Użytkownika Pobierz pdf (Strona 31)

Chapter 4

Working with CRM from a Mobile Phone

In this chapter you will learn about:

 Moving around and logging on.

 Finding contact information.

 Managing your Calendar.

 Finding and progressing a Sales Opportunity.

 Finding and progressing a case.

Moving Around

You must be familiar with the navigation elements on your WAP-enabled mobile

phone before you can log onto and work with CRM. A Nokia 6800 mobile phone

is used for illustration purposes in this document, but you can use any WAP-

enabled mobile phone.

Basic Navigation Elements

Navigation Elements

Edit box

Link

 Links. Enable you to move from one page to the next.

 Edit Boxes. Enable you to enter text or select from a list of options. Edit

boxes have square brackets around them.

Logging on

To log onto CRM from your WAP phone:

1. Enter the URL given to you by your Systems Administrator. This usually

looks like this:

Wireless Mobile Guide 4–1

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Sage Software Network Router 5.8 Instrukcja Użytkownika Strona 31