Mobile Sales Home Screen

Access main features of the application on the Mobile Sales home screen.

Home Screen Icons

You can turn on or turn off components in Mobile Sales Settings.

Mobile Sales Home Screen Icons
Mobile Sales icon Description
Mobile Sales Accounts icon Accounts. Displays a list of your Mobile Sales accounts.
Mobile Sales Contacts icon Contacts. Displays a list of your Mobile Sales contacts.
Mobile Sales Activities icon for iPhone Activities. Displays a list of all your Mobile Sales activities.
Mobile Sales Leads icon Leads. Displays a list of your Mobile Sales leads.
Mobile Sales Opportunities icon Opportunities. Displays a list of your Mobile Sales opportunities.

CRM Sales Orders icon for iOS
Sales Orders. Displays a list of your sales orders.

If your organization has added more facets or icons to the home screen, you can scroll to see them.

Today's Activities

Today's Activities lists all activities for today. Select an activity from this view to view its fact sheet. To view today's activities, turn on Today's Activities in Mobile Sales Settings > Home Page. By default, this feature is turned off.

On the iPad, if there are no activities for today or this feature is turned off, Mobile Sales displays Most Recent items on the detail screen, by default. You can change the default Detail View Items to display Notifications in Home Page settings.

Most Recent

In the Tab bar, tap Most Recent to display the recently viewed items for accounts, contacts, activities, leads, and opportunities. Use Mobile Sales Settings > Recent Items to change how many recent items appear for each object.

Notifications

In the Tab bar, tap Notifications in the tab bar to display a list of your Mobile Sales notifications. You can tap a notification to view or edit the details.

Settings/More

In the Tab bar, tap Settings to view or modify Mobile Sales settings. If you turned on Sybase Mobile Workflow in Sybase Connection Settings, the Tab bar displays More, where you can access Mobile Sales Settings and Workflow.

Getting Back Home

In the Tab bar, tap Home at any time to return to the Mobile Sales home screen.

Analytics

In the Tab bar, tap Analytics to display a list of the reports you can run to view real-time sales data from the SAP system.

Mobile Sales Version

In the Tab bar, tap Settings > General > About.

Related concepts
Notifications