Adding a Calendar Entry as a Mobiles Sales Activity

Manually log a calendar entry as a Mobile Sales activity, if the Mobile Sales application is configured to synchronize these items manually.

When configuring the Mobile Sales application, your system administrator determines how calendar entries synchronize with the Mobile Sales application: automatic, manual, or none. If automatic, native calendar entries automatically become Mobile Sales activities, and Mobile Sales activities (appointments, meetings) automatically become calendar entries. If none, you cannot synchronize calendar entries and Mobile Sales activities.

If manual, follow these steps to save a native calendar entry as a CRM activity.

Select a calendar entry in your personal calendar to open it.
Select Menu > Log as Activity.
The Mobiles Sales application opens the Edit Activity screen.
Add the Activity Partner and Contact Person.
Add or edit any other applicable activity details.
Select Save.
The activity is added to the activities list.