8
Level up your CRM experience on your tablet

5 cool things you can do with CRM for tablets

Embed Size (px)

Citation preview

Page 1: 5 cool things you can do with CRM for tablets

Level up your CRM experience on your tablet

Page 2: 5 cool things you can do with CRM for tablets

The item appears as a tile under Pinned Tiles on your dashboard.

1

2

Page 3: 5 cool things you can do with CRM for tablets

The communication card is one of the most popular features in CRM for tablets and gives you a bigger view of your record.

1

2

Start an email

Start a Skype call

Page 4: 5 cool things you can do with CRM for tablets

(resize)1

In Windows 8, the Skype app automatically snaps to the CRM app when you start a call. Resize the apps if you want, and add information about your call while you’re talking.

2

Page 5: 5 cool things you can do with CRM for tablets

1

2

3

4

Page 6: 5 cool things you can do with CRM for tablets

1

2

Tap the chart header, then tap a section of the chart to see the records for that section.

Page 8: 5 cool things you can do with CRM for tablets