****** Software On Sailboats Pocket Sales Manager
****** Keywords: CRM software, mobile crm
Getting Started
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Getting Started has a number of sections:
Concepts - To get the most out of your Pocket Sales Manager, there are a few things you need to understand. If you are already a user of Pocket Sales Manager Version 4, you should probably read the previous section on Converting from Version 4 before opening your existing pipelines.
Screen Layout - Understand the main components of the Pipeline Display.
Landscape vs. Portrait - The new operating systems of the Pocket PC come with the capability to switch display orientation at any time. The PSM is fully compatible with either mode of operation.
Configuration - There are a couple of things you need to do to customize the product before you start using it.
Create Your First Sales Opportunity - A simple walk through of how to enter a sales Opportunity using the defaults.
Some things you should try... - A couple more final hints and you are ready to go.
***** Software On Sailboats Desktop Sales Manager v6
***** Keywords: Keywords: CRM software, mobile crm
***** Copyright 2006, all rights reserved.