Tips & Tricks – CRM for Tablets

As CRM and other software solutions adapt to meet our “on-the-go” needs, it is important to understand how it all works.

Here are some simple tips & tricks designed to help make your work time in CRM a little easier when you are on your tablet:

  • Find it Fast – Pin it to your dashboard
  • Simply tap a tile to call or email the contact
  • Type and take notes while you are on a Skype call
  • Resize columns or rows to make them easier to read
  • Interactive charts – Click to see more details within charts and graphs

View the full video here for more details:


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