Cell Phone User Manual

Wireless Mobile Guide 3–1
Chapter 3
Working with CRM from a Mobile Device
In this chapter you will learn about:
 Example mobile devices.
 Logging on and logging off.
 Basic screen elements.
 Searching for information.
 Adding customer information.
 Managing your calendar.
 Managing leads, opportunities, and cases.
 Viewing reports.
 Selecting a Dashboard for your mobile device.
 Synchronizing with Microsoft Outlook.
Introduction
This chapter describes how to navigate CRM using a mobile device such as a
PDA or a BlackBerry. WAP-enabled mobile phones are covered in "Chapter 4
Working with CRM from a WAP Phone"
Logging On
You can reach the Logon page in this way:
1. Open your Web browser and enter the URL given to you by your system
administrator. If you already access CRM from your desktop, type in the
URL you normally use. This usually looks like this:
http://yourserver/yourapp
The Logon page is displayed: