Mobile Sales enables you to integrate some Mobile Sales data with your personal data (PIM integration).
You can:
- Save a CRM contact as a personal contact
- Save a personal contact as a CRM contact
- Log a calendar entry as a Mobile Sales activity
- Log an e-mail as a Mobiles Sales activity
- Log a phone call as a Mobile Sales activity
- View new activities, leads, and opportunities in your Notifications messaging folder
When configuring the Mobile Sales application, your system administrator determines how personal contacts and calendar entries synchronize with the Mobile Sales contacts and activities: automatic, manual, or none.
| Data |
Description |
| Contacts |
- If automatic, native contacts automatically become Mobile Sales contacts, and Mobile Sales contacts automatically become native contacts.
- If manual, you must specifically indicate which contacts to synchronize.
- If none, you cannot synchronize native contacts and Mobile Sales contacts.
|
| CRM activities and calendar entries |
- If automatic, native calendar entries automatically become Mobile Sales activities, and Mobile Sales activities (appointments, meetings) automatically become calendar entries.
- If manual, you must specifically indicate which CRM activities or native calendar entries to synchronize.
- If none, you cannot synchronize calendar entries and Mobile Sales activities.
|
Once a contact or activity is integrated, regardless of PIM integration method, Mobile Sales automatically synchronizes the data if you make any changes. If you update the data and the SAP server rejects the changes because of errors, Mobile Sales does not perform the synchronization until you fix the errors and the SAP system accepts the changes.