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Wireless Mobile Guide i
Contents
Chapter 1: Introduction
Introduction................................................................... 1-1
Chapter Summary ......................................................... 1-2
Chapter 2: Getting Started
Prerequisites .................................................................. 2-1
Mobile Devices ................................................................ 2-2
Enabling Users............................................................. 2-2
URLs for Accessing CRM....................................................... 2-2
Making Devices Known to CRM ................................................ 2-3
Setting Up New Devices .................................................... 2-3
Mapping User Agents ...................................................... 2-5
Mapping Unassigned User Agents........................................... 2-6
Wireless Mobile Screen Customization........................................... 2-7
Customizing Mobile Screens ................................................ 2-7
Customizing Dashboards for Mobile ..................................... 2-7
Customizing WAP Screens.................................................. 2-8
Now you can…................................................................ 2-9
Chapter 3: Working with CRM from a Mobile Device
Introduction................................................................... 3-1
Logging On ................................................................... 3-1
Logging Off ................................................................... 3-2
Moving Around ............................................................... 3-3
The Basic Screen Elements .................................................. 3-3
Finding Information ........................................................... 3-4
Example: Finding a Person.................................................. 3-4
Example: Finding an Opportunity ........................................... 3-5
Adding Customer Information .................................................. 3-6
Example: Adding a Person to a Company .................................... 3-6
Doing Your Work.............................................................. 3-7