Adding a New Item to a Lead

Add a new item to a lead.

1. On the home page, select Leads.
2. Select a lead to view its fact sheet.
3. View the existing items for the lead.
   • (Windows Mobile Professional) Near the bottom of the screen, select Items.
   • (Windows Mobile Standard) Select Menu > Items.
4. Select Menu > Add.
5. (Optional) Search for the product by performing an online search.

   You must have network connectivity to perform an online lookup. If you attempt an online lookup without network connectivity, the application hangs until you are connected with the network. To continue working offline, cancel the search.

   1. Enter a Description (including the required asterisk as a wildcard).
   2. Select Search By Description. The SAP server returns all products that match the search criteria.
   3. Select a product.
6. Complete the item details, then select Save.

   Once you move to a difference screen, the item is sent to the SAP system.