Deleting Records

To delete a record in SalesNOW, start by clicking on the appropriate tab - such as Contacts, Companies, Leads or Deals - to display the list of records. To delete a deal record, for example, click on the Deals tab and follow these steps:

1. Scroll the trackball up or down and highlight the deal record, such as Major Widget Deal, that you would like to delete.
2. Click the Menu button and select Delete Major Widget Deal
3. Choose one of three options:

1. On Server and Handheld to delete the record within both SalesNOW on the BlackBerry and SalesNOW on the WEB.

2. On Handheld to delete the record only within SalesNOW on the BlackBerry and leave the record intact within SalesNOW on the WEB.

3. Cancel to not delete this deal record

Note: If you deleted a record from within SalesNOW on the BlackBerry On Handheld only, you can retrieve the record from SalesNOW on the WEB by downloading the record using an online search.

See Also:

Restoring Deleted Records

Managing Multiple Records

Online Search