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.

  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.
Parent topic: Device Data Integration With Mobile Sales
Related tasks
Adding a Calendar Entry as a Mobiles Sales Activity