Creating Records

To create new records in SalesNOW start by clicking on the appropriate tab - such as Contacts, Companies, Leads , Deals or Cases. To enter a new contact, for example, do the following:

1. Tap Contacts on the tab bar. If the Contacts tab is not visible, tap More, and then tap Contacts
2. Tap + to create a new contact record.
3. Enter the contact's information. (Note: the contact's last name is a mandatory field).
4. To associate the contact to a specific company, tap the Company field and either:
   1. Select an existing company by tapping the company name to which you would like to associate.
   2. Add a new company by tapping the +and entering the company information and then tapping 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 contact record, tap Save to save this new contact record.

There are several different types of fields within which to enter data:

• Text Field  This field open and any text or numbers can be entered into this field. An example of this field would be Last Name:
• List Field This field allows the user to select an item from a specified list. Tap the item that you would like to select and then tap Done.
• Multi-Select Field  This custom field allows the user to select multiple items from a specified list. Tap the items that you would like to select and then tap Done.
• Multi-Select Numeric Field  This custom field allows the user to select multiple items from a specified list and to enter quantities for each item. Tap the items that you would like to select, enter the associated quantities and then tap Done.
• Date Field  Mon, Dec 8, 2011 This field allows the user to select a specific date. Roll the date wheel to select day, month and year. Tap Done to save that date.

Note: Some fields are mandatory and must be completed in order for the record to be saved (such as Last Name for a Contact or Company Name for a Company).

See Also:

Viewing and Editing Records

Customizing SalesNOW