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Ebook 5-cool-things-you-can-do-crm-for-tablets

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Page 1: Ebook 5-cool-things-you-can-do-crm-for-tablets

Level up your CRM experience on your tablet

Page 2: Ebook 5-cool-things-you-can-do-crm-for-tablets

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

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Page 3: Ebook 5-cool-things-you-can-do-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.

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Start an email

Start a Skype call

Page 4: Ebook 5-cool-things-you-can-do-crm-for-tablets

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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.

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

Page 8: Ebook 5-cool-things-you-can-do-crm-for-tablets