Saving a CRM Contact as a Personal Contact

Save a CRM business contact as a personal contact.

Prerequisites
In Contacts Settings, turn on View Personal Contact, which adds all personal contacts to your Mobile Sales Contacts list. You must turn on this option to save a Mobile Sales contact as a personal contact.
Task
  1. On the home screen, select Contacts.
  2. Select a contact to view its fact sheet.
  3. Tap Convert to Personal Contact, then tap OK.
Parent topic: Device Data Integration With Mobile Sales