Adding a Personal Contact to Mobile Sales

You can manually add a personal contact to the Mobile Sales application, if the Mobile Sales application is configured to synchronize these items manually.

When configuring the Mobile Sales application, your system administrator determines how personal contacts synchronize with the Mobile Sales contacts: automatic, manual, or none. If automatic, native contacts automatically become Mobile Sales contacts, and Mobile Sales contacts automatically become native contacts. If none, you cannot synchronize native contacts and Mobile Sales contacts.

If manual, follow these steps to save a native contact as a CRM contact. Once the personal contact is also a CRM contact, any changes made to the contact in one place get automatically updated in the other.

  1. Open a personal contact to view contact details.
  2. Select Menu > Add Contact to CRM.

    The Mobile Sales application opens the contact in edit mode.

  3. Associate this contact with an account, then select Next.
  4. (Optional) Edit the contact's alternate contact information, then select Save.
Related tasks
Adding a Calendar Entry as a Mobiles Sales Activity


Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com