Create a Mobile Sales opportunity. Mobile Sales synchronizes the information with the SAP system.
When creating an opportunity:
- You can associate the opportunity with existing account and contact information (related information). If you need to associate the opportunity with a new account or contact, create it before creating the opportunity.
- Specify a prospect or an account when creating the opportunity. Failure to associate a prospect or an account with an opportunity results in its deletion on your device after the data synchronizes with the SAP system.
- Your SAP administrator can associate line items with the opportunity in the SAP system.