New Sales Lite iPhone App for Sage CRM
Working With Contacts
When viewing a CRM Contact, you’ll see all the fields and contact details that are available in the standard CRM summary screen. You can also view that person’s history including opportunities, communication, cases, and notes.
The app can optionally access your existing iPhone Contacts and allow you to add any of them as a CRM Contact with the click of a button. You can also add ANY contact to your list of Favorites - a shortcut to the people you contact most often.
With CRM contacts right in your pocket, you can easily make a call or send an email or text message. The app will automatically save a record of the communication and allow you to add notes on the fly which write back to Sage CRM.
Working with Opportunities & Calendars
The Sales Lite App for iPhone will also download your tasks and appointments for the next 14 days. From there, you can add alerts/notifications that will display on your iPhone 30 minutes before the start date. The notification will display both inside the app and in your iPhone notifications.
Be sure to contact us with any questions.