The home screen menu provides quick access for viewing your Mobile Sales data.
Menu option | Description |
---|---|
Recents | Go to Recents, which displays the most recent accounts, contacts, activities, leads, and opportunities you viewed, with the most recent on top. Use Home Options to change how many recent items to show for each type. The default is 5. |
Accounts | Go to the Accounts list. |
Contacts | Go to the Contacts list. |
Activities | Go to Today's Activities. |
Leads | Go to the Leads list. |
Opportunities | Go to the Opportunities list. |
Analytics | Go to Analytics. |
Notifications | Go to the Notifications list. |
View | If you highlight one of today's activities, it displays the activity fact sheet. |
Options | Opens the Home Options window, where you can indicate what shows on the home screen, how many recent items to include, and whether to integrate some of your personal data with Mobile Sales data (PIM integration). |
About | Displays Mobile Sales version information, user ID, subscription (login) status, and free and allocated memory information. |