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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 usually
looks like this:
http://yourserver/yourapp
2. Bookmark the link.
The CRM Logon page is displayed.
CRM Logon page
3. Select the Logon edit box, and enter your Logon ID and press on the left
hand button below OK.
When the CRM Logon page is displayed, enter your Password and click on
the left hand button.
4. Scroll down and select the Logon link at the end of the page.
The CRM main menu is displayed.
CRM Main Menu
You can now start using CRM.
Note: You can be logged onto CRM on your mobile phone and your
desktop simultaneously. This means you can enter data into CRM from your
desktop and see it on your mobile phone, and you can progress data on your
mobile phone and see it on your desktop, in real time.