Creating Records

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

1. Click the MENU button and select New Contact

2. Enter data in each field as you normally would. Roll the trackball to move to the next field.

3. 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 contact record

2. Discard to not save this new contact record

3. Cancel to continue working on 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. Use the trackball to select the item
• Multi-Select Field  This custom field allows the user to select multiple items from a specified list. Click the appropriate boxes an then click ESC and save.
• 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. Click the appropriate boxes, enter the related quantities and then click ESC and save.
• Date Field  Mon, Dec 8, 2011 This field allows the user to select a specific date. Click on the date with the trackball, and roll the trackball left or right to select month or year or leave it at the day of the month. To change the date, click the trackball up or down to the appropriate date and click the trackball. Click ESC 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