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ii Sage CRM
Navigating Your Calendar .................................................. 3-7
Managing Leads, Opportunities, and Cases ....................................... 3-9
Reporting .................................................................... 3-10
Running a Report.......................................................... 3-10
Dashboard.................................................................... 3-12
Synchronizing with Microsoft Outlook .......................................... 3-13
Now you can… ............................................................... 3-13
Chapter 4: Working with CRM from a WAP Mobile Phone
Moving Around................................................................ 4-1
Basic Navigation Elements .................................................. 4-1
Logging on ................................................................ 4-2
Finding Contact Information .................................................... 4-3
Searching for a Person ...................................................... 4-3
Searching for a Company.................................................... 4-4
Doing Your Work .............................................................. 4-5
Navigating your Communications List ....................................... 4-5
Navigating your Calendar................................................... 4-6
Changing the Status of a Communication ..................................... 4-7
Finding and Progressing an Opportunity ......................................... 4-8
Example: Closing a Sale ..................................................... 4-8
Finding and Progressing a Case.................................................. 4-9
Example: Progressing a Case ................................................ 4-9
Now you can… ............................................................... 4-10