Tips & Tricks – CRM for Tablets

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

Rob Urbanowicz | August 5, 2014 |

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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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