Access main features of the application on the Mobile Sales home screen.
You can turn on or turn off components in Mobile Sales Settings.
Mobile Sales icon | Description |
---|---|
Accounts. Displays a list of your Mobile Sales accounts. | |
Contacts. Displays a list of your Mobile Sales contacts. | |
Activities. Displays a list of all your Mobile Sales activities. | |
Leads. Displays a list of your Mobile Sales leads. | |
Opportunities. Displays a list of your Mobile Sales opportunities. | |
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 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 . 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.
In the Tab bar, tap Most Recent to display the recently viewed items for accounts, contacts, activities, leads, and opportunities. Use Mobile Sales to change how many recent items appear for each object.
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.
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.
In the Tab bar, tap Home at any time to return to the Mobile Sales home screen.
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.
In the Tab bar, tap
.