SugarCRM Mobile - Meetings on the Road
If you've got SugarCRM, then you know there is a mobile app included for iOS and Android devices (both phones and tablets). I'm going to be doing a few mini videos on best practices for using the mobile app.
If you're like me, you are a remote worker, so you'll work from home one day then be on the road next. It's essential that you can quickly get visibility of what you're doing and whom you're supposed to be seeing when you're on the road.
I use the mobile app for many things, but today we're looking at how to find what activities you have planned for today and how to update them.
In my video I will take you through how I do this process, there are many ways you can access the information, but I tend to do it the same way every time and I find it works for me!
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