FAQ: iOS Edition
How can I get the SalesNOW app on my iPhone?
To install the SalesNOW iPhone app users can login to their SalesNOW web account and select Setup > Install on iPhone. This will send an iPhone App installation link to the user. *Please note that the email will be sent to the user's username. If your username is not a real email, simply visit the App Store on either device, search for 'SalesNOW' and install.
How do I send a log to the SalesNOW support team?
If you are encountering any synchronization issues or are having any other difficulties accessing the SalesNOW mobile application, be sure to send a log to the SalesNOW support team. By sending these logs our tech team will be able to identify the synchronization status of your device and will follow up with you directly.
To send the log open the SalesNOW app and select More > Options > Log > Send Log to Support.
How do I create a new Record on the iPhone?
To create a brand new record in SalesNOW,on the iPhone select the tab that applies to the record you would like to add ( ie. to add a new contact visit the Contacts tab). Next, from the record list view simply click the + at the top right hand corner of the screen. Fill out any mandatory fields and select Save.
How do I delete SalesNOW records on the iPhone?
Users that have been given access to Delete records will be able to remove records from the SalesNOW iPhone app. Please note that deleting a record from the app will also delete that record from the web as well. To do so, open the record that you wish to remove and select Edit. Next, scroll to the bottom of the record and select Delete Record.
How to Synchronize the SalesNOW Mobile Application with the Web?
There are a number of scenarios that will cause the SalesNOW mobile App to synchronize with the web.
1. On Start-Up: The SalesNOW application will synchronize each time the app is launched.
2. By Saving: SalesNOW data will synchronize whenever a record is saved in SalesNOW. This could be a new record that is being created or any existing record that has been Edited.
3. Manual Synchronization: A final way for the App to Synchronize is to manually synchronize. To manually synchronize, please open the SalesNOW app and select Options > Data Synchronization > Synchronize!
How do I Edit a Record?
To edit a SalesNOW record simply open the record that you would like to modify. Next, click the Edit button at the top right hand corner of the record. After the necessary changes have been made simply click Save.
How do I send an email from the device that will be saved in SalesNOW?
Using the SalesNOW mobile application it is possible to send emails that will also be saved to SalesNOW. To do so, the user must launch the Mobile app and select the Contacts tab and open the Contact record that they would like to email. Next, the user must select the highlighted email address. They will then be taken to a compose Email screen from within SalesNOW. From here they can add a subject, and body of the email. Once the email draft has been saved it will be pushed to the device Outbox.
How can I Integrate SalesNOW with my iPhone Calendar?
Using the SalesNOW iPhone application it is possible to sync your SalesNOW calendar entries with your mobile device calendar. To do this, please select Options > iPhone Integration > Export Activities and ensure that this option has been enabled.
After the Export Activities option has been turned on, the user may then need to Refresh data on the device. Before Refreshing, please ensure that all data on the device has fully synched with the web. To do this please check Options > Log to confirm that the date and time next to Last Synched On is current.?
Next, please go back to Options and select Data Synchronization > Refresh to update the calendar.
I changed my password on the web and am now receiving an "Authentication Error" on my iPhone
After a SalesNOW password has been modified on the web, the updated password must be applied to the SalesNOW Mobile app as well. To update, users can simply open their SalesNOW app and select More > Options > Security > Update Password. From here users can input the new password information. Once the password, has been updated, return to Options and select Data Synchronization > Synchronize to ensure that the Mobile app is once again connecting to SalesNOW on the Web.
How can I show My Contacts or Companies that are in my area?
If you have enabled Location services in your SalesNOW iPhone app you will be able to sort your Contacts and Companies by their Proximity to your Location. To do so, simply open the SalesNOW iPhone app and select More > Options > Location
Ensure that Enable Mapping is set to the On position, next determine the max distance you would like for your search, finally select whether you would like the system to search for Contact Work Address or Home Address.?
Now that your Location Services parameters have been set, simply open either the Contacts or Companies tab and select Menu > Search Near Me.
How can I Search Nearby?
The Search Nearby tool allows users to sort their Contacts and Companies by the proximity of the Contact or Company to the current location of the user. Before turning on this sort, ensure that the tool has been enabled by visiting Options > Location > and ensure Enable Mapping is in the On position.
Beneath the enable mapping tool the user can then determine the scope of the Search near me tool. Users can change the Look within to be anything from 1 to 200 Miles. Finally, choose if you would like to search for the Contact Home or Work Address.
To use the Search Near Me, users can then open the Contacts or Companies tab and select Menu followed by Search Near Me. The device will then display All Contacts or Companies found in the Look Within range selected as well as the exact distance from the user's location. From this view users can build a Route to specific Contacts or Companies by selecting Route > Draw Route >Followed by Route Instructions. Here users can view the mapping instructions and either Send these instructions via email or open this route in the iOS Map.
How can I build a route?
Before building a route to your SalesNOW Contacts and Companies please ensure that the Enable Mapping functionality has been turned on in the Location settings. (See Options > Location)
To map the locations of your Contacts and Companies, simply open the Contacts or Companies tab and tap Menu followed by Show Map. From this window you will see all of your SalesNOW Customers records listed with a cursor next to the name of each Customer.
*Note that the cursor will either be solid black or gray with a crack running through it. Those icons that are set to gray have not been geo-stamped and cannot be mapped to or added to a route. This is likely due to the contact Address information not being added or being incorrect.
Tap the cursor next to the names of all the Contacts or Companies that need to be added to this route. Please note that the current location of the user is used as the default start point. To modify the Starting or ending location, tap Route at the top of the screen to make any necessary changes to the Start Address. Once the Contacts or Companies have been added, and the Route Start and End location have been selected, users can select Route Instructions to view the mapping instructions and either Send these instructions via email or open this route in the iOS Map.
How can I perform an Advanced Search on the iPhone
The SalesNOW iPhone application gives users the ability to perform Advanced Searches within the app. To perform an Advanced Search, open the Contact or Companies tab and tap the magnifying glass beneath the Standard Search box.
Next, tap the + and select the field that you wish to search against. Users can add additional search fields to refine the search by tapping +. Once the search criteria has been entered users can then select the Magnifying Glass. After a search has been initiated users will only see those Contacts or Companies that met their search criteria. To clear out the search and show all Contacts or Companies, simply tap the X in the Advanced search box.
How can I force close the SalesNOW application?
Force closing closing the SalesNOW application is typically required after major changes have been made in the account. For example, if the account has been customized where fields or headers have been renamed. To force close the SalesNOW App (or any other app on your device) simply double tap the iPhone button. What you should see next is the icons of all of your active applications along the bottom of the screen, go to the SalesNOW icon and swipe the window above the icon up and out of the screen. Next, return to the iPhone home screen and re-open SalesNOW.