Sage Software SageCRM 6.1 Cell Phone User Manual


 
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 scroll down to complete all the fields.
You can assign it to a colleague by selecting their name from the User
field.
When you save it, the communication is saved in your (or your
colleague's) My CRM work area.
New Appointment
Clicking on a specific date on the weekly and monthly views takes you to the
daily view for that day.
Clicking a week in the monthly view takes you to the weekly view for that
week.
Clicking a month in the yearly view takes you to the monthly view for that
month.
You can create a communication that is linked to a person, company,
opportunity, case, by:
Opening the summary page for the person.
Selecting Communication from the list in the context area.
Selecting the New action button.
When you fill in the details and save it, the communication is saved
within the context of the company.