Create a Mobile Sales account. Mobile Sales synchronizes the information with the SAP system.
You can create corporate or individual accounts, then associate contacts, activities, lead, and opportunities with the account.
When creating an account:
- The only required fields when creating an account is Name for corporate accounts, and First Name and Last Name for individual accounts.
- Although the Country field is optional, when creating an account, select a country. If you do not indicate a country, any updates to contacts associated with the account do not get synchronized with the SAP system.
- Be sure to indicate the state/region using the two-digit postal code in capital letters to match how states/regions are entered in the SAP system. For example, for California, enter CA.