Page 118 - Sales Mobility eBook Training Deck

How to Access CRM from SaM

1

1 Tap on a Customer then Tap on the Red Briefcase

2 3
2 Tap on Tools then Tap on CRM 3 Tap on Yes

45

4 Enter your network login 5 Ensure that VPN is turned on
password and then tap on
OK

6 CRM will display the details of the Customer that you selected in SaM