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CRM on a Mobile Device

SugarCRM
6.39K subscribers
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4 views 6 months ago
This session is for users who want to manage customer accounts on the road. The session goes into:
  • MyCalls and the accounts functions of the mobile version of the software.
  • Using the CRM, including researching accounts before a meeting and detailing opportunities that have been created.
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CRM on a Mobile Device
0Likes
4Views
Oct 232024
This session is for users who want to manage customer accounts on the road. The session goes into:
  • MyCalls and the accounts functions of the mobile version of the software.
  • Using the CRM, including researching accounts before a meeting and detailing opportunities that have been created.
  • How to document meeting notes after any off-site interactions.

Follow along using the transcript.

SugarCRM

6.39K subscribers