Welcome to SalesNOW, the mobile CRM solution specifically designed for today's leading smartphones (Android®, BlackBerry®, and iPhone®), tablets (Android® tablet, BlackBerry PlayBook®, and iPad®) and the Web. Track contacts, companies, leads, deals, cases, activities and email all from one tool. Every change made on the mobile device is automatically synchronized to the user's secure SalesNOW Web account, giving the user access to their customer information on their smartphone or tablet and from the Web.
This help system has three main sections:
Getting Started
SalesNOW Web Edition
This section explains the basic steps needed to get started with SalesNOW, including:
How to install the SalesNOW application on your smartphone or tablet device
How to load existing contacts and company records into SalesNOW
How to synchronize the data between SalesNOW on your smartphone or tablet and the Web
This section explains how to use SalesNOW on the Web, including:
Personal Setup Options, such as changing your password and setting your language preference
Administrator Setup Options (for SalesNOW Administrators only), such as setting up your organization's SalesNOW Teams and Users as well as how to customize SalesNOW
Managing Your Records, learn how to create, edit, sort, filter and delete records such as contacts, companies, leads, deals, etc.
Using SalesNOW, including Home, Contacts, Companies, Leads, Deals, Cases, Emails, Calls, Meetings, Tasks, Reports and Calendar
These sections explain how to use SalesNOW on your smartphone (Android®, BlackBerry®, and iPhone®), on your tablet (Android® tablet, BlackBerry PlayBook® and iPad®) device. Topics covered in this section, include:
Personal Setup Options, such as changing your password, setting your language preference and turning on the telephone call capture feature
Managing Your Records, learn how to create, edit, sort, filter and delete records such as contacts, companies, leads, deals, etc.
Using SalesNOW, including Main Menu, Contacts, Companies, Leads, Deals, Cases, Emails, Calls, Meetings, Tasks, Reports and Recent Items
SalesNOW integration features with the phone or tablet, including emails, calendar entries, phone calls, addresses and tasks.