Sage Software Cell Phone SageCRM 6.1 Manuel d'utilisateur télécharger pdf (Page 27)

Reporting

Wireless Mobile Guide 3–11

To update an existing lead, opportunity, or case:

1. Find the lead, opportunity, or case and open the Summary

page.

Opportunity Summary page

2. Select the Edit action button from the context area.

3. Make the changes and select the Save action button from the

context area.

Reporting

CRM includes sample reports in various categories, for example Sales and

Customer Care. You can run the reports on your mobile device by selecting the

Reports button.

Running a Report

To run a sample report:

1. Select the Reports button.

2. The Reports page is displayed.

3. Select a category from the Select Category list.

A list of reports available in that category is displayed.

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Sage Software Cell Phone SageCRM 6.1 Manuel d'utilisateur Page 27