Sorting Records

To sort records in SalesNOW, start by tapping on the appropriate tab - such as Contacts, Companies, Leads or Deals . To sort your deals, for example, tap on the Deals tab. Notice that the list of Deals is sorted alphabetically by default.

To change the way the list of Deals is sorted follow these steps:

1. Tap the MENU button followed by Sort
2. Identify and tap the sort criteria you wish to apply. For example you may wish to sort a Deal record by Company, by Next Appointment, or by Close Date.)

Note: The find feature, discussed in the Finding Records section, will help you quickly access records based on the first letters of the sorted view. So, for example, if I sort my contacts by City Name, the find feature will look up alphabetically by City Name (instead of by contact name).

See Also:

Finding Records

Filtering Records