Creating Contacts from BlackBerry Addresses

SalesNOW allows you to save a contact in your BlackBerry Address Book into SalesNOW. This procedure will not only add the contact or company into SalesNOW, but it will also automatically associate the new SalesNOW contact record to its respective company record.

To Save to SalesNOW a contact from within your BlackBerry Address Book, do the following:

1. In your BlackBerry Address Book, highlight the contact that you would like to Save to SalesNOW and click the trackball

2. Highlight Add to SalesNOW and click the trackball

3. Enter any additional contact information. Scroll the trackball to the next field that you would like to complete (See Creating Records)

4. To associate the contact to a specific company,

1. Select an existing company by clicking the magnifying glass and clicking on the company name to which you would like to associate, or

2. Add a new company by clicking the green plus sign and entering the company information, pressing the escape key and clicking Save

5. Enter any custom information related to the contact. (Note: the custom fields will not appear if there are no custom fields that have been added on the contact document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)

6. Once you have completed entering all of the data into the record, click Escape to choose one of three options:

1. Save to save this new contact record

2. Discard to not save this new contact record

3. Cancel to continue working on this new contact record

Note: To import all of your BlackBerry Address Book contacts, see Import BlackBerry Contacts.

See Also:

Import BlackBerry Contacts