Create a Contact

Create a Mobile Sales contact. Mobile Sales synchronizes the information with the SAP system.

When creating a Mobile Sales contact:
  • You can create a CRM contact or a personal contact.
  • If creating a CRM contact, you must associate the contact with an existing account. If the contact is for a new account, create the account before creating the contact.
  • Once the Mobile Sales contact is synchronized with the SAP system, you can add it to your native contacts list.
Related reference
Data Status Indicators