Sage Software SageCRM 6.1 Cell Phone User Manual


 
Finding Information
Wireless Mobile Guide 3–5
Search results
A list of people matching your search criteria is displayed.
3. Click on the hypertext link for Bill Jones.
The Person Summary page is displayed.
Example: Finding an Opportunity
To find an opportunity that is linked to a particular company:
1. Click on the Find menu button, and select Company from the list in the
context area.
2. Type Design Right in the Company Name field and select the Find action
button.
3. Click on the hypertext link of Design Right to display the Summary page.
4. Select Opportunities from the list in the context area.
A list of opportunities linked to Design Right is displayed.