Tips & Tricks – CRM for Tablets

Rob Urbanowicz | |

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

Table of Content

    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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