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 message as a Mobile Sales activity.
- Save a CRM activity to your personal calendar.
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 the 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 the CRM activities or native calendar entries to synchronize.
- If none, you cannot synchronize calendar entries and Mobile Sales activities.
|
Once
integrated, if you edit the information in one
place, Mobile Sales automatically synchronizes it. Changes are synchronized between Mobile Sales and native entries once the SAP system accepts the data.
If you change data in your native contacts or calendar and the SAP system rejects the changes, the entry gets reverted back to the original data before you made those changes.
In Demo mode, because your device is not connected to the SAP system, updates do not automatically synchronize with Mobile Sales and stay in a pending state.