Sage Software Cell Phone SageCRM 6.1 Manual de usuario

SageCRM 6.1Wireless Mobile Guide

Making Devices Known to CRM 2–4 Sage CRM 5. Select the XSL transformation file your device requires from the XSL File Name list. 6. Select an alt

Making Devices Known to CRM Wireless Mobile Guide 2–5 Field Description type of markup language it uses. HTTP Content Type This is similar to the

Making Devices Known to CRM 2–6 Sage CRM Device Input form 2. Type a user agent in the Type A New User Agent field. User Agent field 3. Click t

Wireless Mobile Screen Customization Wireless Mobile Guide 2–7 The unassigned user agent is now mapped to a device. Wireless Mobile Screen Customiz

Wireless Mobile Screen Customization 2–8 Sage CRM default Dashboard screen for them. You specify that a Dashboard is available to mobile users by s

Now you can… Wireless Mobile Guide 2–9  WAP Communication Box Long  WAP Communication Summary  WAP Communication Email Box  WAP Communicati

Wireless Mobile Guide 3–1 Chapter 3 Working with CRM from a Mobile Device In this chapter you will learn about:  Example mobile devices.  Log

Logging Off 3–2 Sage CRM CRM Logon page 2. Enter your User Name and Password and click the Log On button. You are logged on. By default, a succe

Moving Around Wireless Mobile Guide 3–3 Moving Around To effectively move around a CRM system using a mobile device, you need to be aware of the di

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Finding Information 3–4 Sage CRM Finding Information This section explains how to perform a basic search and gives some examples of how to find spe

Finding Information Wireless Mobile Guide 3–5 Search results A list of people matching your search criteria is displayed. 3. Click on the hypert

Adding Customer Information 3–6 Sage CRM Opportunity linked to a Company 5. Click on the status icon to view the opportunity details.

Adding Customer Information Wireless Mobile Guide 3–7 Company – Add Person 4. Complete the person details and select the Save button in the conte

Doing Your Work 3–8 Sage CRM Doing Your Work You can schedule tasks and appointments for yourself or for a colleague that are not linked to any par

Doing Your Work Wireless Mobile Guide 3–9 − Select the time the appointment is due to take place. − Then fill in the details. − You need to sc

Managing Leads, Opportunities, and Cases 3–10 Sage CRM Managing Leads, Opportunities, and Cases To create a new lead, opportunity, or case:

Reporting Wireless Mobile Guide 3–11 To update an existing lead, opportunity, or case: 1. Find the lead, opportunity, or case and open the Summar

Reporting 3–12 Sage CRM Select Report page 4. Click on the hypertext link of the report you want to run. The report is displayed. Cases Open By

Dashboard Wireless Mobile Guide 3–13 Dashboard You can define the Dashboard you want displayed on your mobile device from your desktop. To select

Wireless Mobile Guide i Contents Chapter 1: Introduction Introduction... 1-1 Cha

Synchronizing with Microsoft Outlook 3–14 Sage CRM Synchronizing with Microsoft Outlook You can synchronize Microsoft Outlook appointments, tasks,

Now you can… Wireless Mobile Guide 3–15

Wireless Mobile Guide 4–1 Chapter 4 Working with CRM from a WAP Mobile Phone In this chapter you will learn about:  Moving around and logging o

Moving Around 4–2 Sage CRM Logging on To log onto CRM from your WAP phone: 1. Enter the URL given to you by your Systems Administrator. This usual

Finding Contact Information Wireless Mobile Guide 4–3 Finding Contact Information Once you have logged onto CRM from your phone, you can search for

Finding Contact Information 4–4 Sage CRM Searching for a Company The procedure for finding a company is similar to the procedure for finding a pers

Doing Your Work Wireless Mobile Guide 4–5 Doing Your Work You can keep track of your appointments and tasks in calendar or list mode. Navigating yo

Doing Your Work 4–6 Sage CRM The Communication Summary page for the communication is displayed. When you scroll down the page you can view the stat

Doing Your Work Wireless Mobile Guide 4–7 Changing the Status of a Communication As well as viewing information on your tasks and appointments, you

ii Sage CRM Navigating Your Calendar ... 3-7 Managing Leads, Opportunities, and Cases ...

Finding and Progressing an Opportunity 4–8 Sage CRM Finding and Progressing an Opportunity There are a number of ways to find an opportunity, as fo

Finding and Progressing a Case Wireless Mobile Guide 4–9 Opportunity Progress 8. Change the Status to Won and the Stage to Sale Closed. Add a tra

Now you can… 4–10 Sage CRM Now you can…  Move around and log on.  Find contact information.  Manage your calendar.  Find and progress a Sal

CRM Document Version Code: IMP-WIZ-ENG-600-1.0

Wireless Mobile Guide 1–1 Chapter 1 Introduction This guide is for Users and System Administrators. Please note that while the document refers t

Introduction 1–2 Sage CRM WAP Mobile Phone. To work online with a mobile phone, it needs to be enabled for WAP and configured to connect to the co

Wireless Mobile Guide 2–1 Chapter 2 Getting Started In this chapter you will learn about:  Mobile devices supported by CRM.  URLs for accessi

Mobile Devices 2–2 Sage CRM Mobile Devices In addition to all WAP-enabled mobile phones, CRM's Wireless Mobile solution supports the following

Making Devices Known to CRM Wireless Mobile Guide 2–3 Making Devices Known to CRM Setting Up New Devices It is unlikely that you will need to set u