Sorting Records

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

To change the way the list of deals is sorted, do the following:

1. Click the MENU button and select Sort By
2. Highlight a different sort criteria (such as Sort by Company, Sort by Call Back, Sort by Close Date, etc.) and click the trackball
3. The first sort will be in ascending order. If you perform the same sort again, it will be in descending order.

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