SlideShare a Scribd company logo
1 of 8
Download to read offline
Level up your CRM experience on
your tablet
The item appears as a tile under
Pinned Tiles on your dashboard.
1
2
The communication card is one of the most popular features in CRM for tablets and gives you a bigger view of
your record.
1
2
Start an email
Start a Skype call
(resize)
1
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.
2
1
2
3
4
1
2
Tap the chart header, then tap a section of the chart to see the records for that section.
Thanks for reading!
Did this eBook help you?
Send us a quick note.
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Customer Center
Version 6.1.0
5 cool things you can do with CRM for tablets

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5 cool things you can do with CRM for tablets

  • 1. Level up your CRM experience on your tablet
  • 2. The item appears as a tile under Pinned Tiles on your dashboard. 1 2
  • 3. The communication card is one of the most popular features in CRM for tablets and gives you a bigger view of your record. 1 2 Start an email Start a Skype call
  • 4. (resize) 1 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. 2
  • 6. 1 2 Tap the chart header, then tap a section of the chart to see the records for that section.
  • 7. Thanks for reading! Did this eBook help you? Send us a quick note. We’d love to know what you think. Customer Center Version 6.1.0