Blackberry SALES CLIENT FOR SAP CRM User Manual
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Blackberry SALES CLIENT FOR SAP CRM User Manual

Blackberry SALES CLIENT FOR SAP CRM User Manual

Version: 1.1
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BlackBerry Sales Client for SAP CRM
Version: 1.1
User Guide

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Summary of Contents for Blackberry SALES CLIENT FOR SAP CRM

  • Page 1 BlackBerry Sales Client for SAP CRM Version: 1.1 User Guide...
  • Page 2 SWD-671438-1203110232-001...

  • Page 3: Table Of Contents

    Add a CRM contact..............................................Add an existing contact to your CRM contact list....................................Change a CRM contact............................................. Change a CRM account............................................. Leads.................................................... About leads................................................. Change a lead................................................Troubleshooting................................................I cannot log in to the BlackBerry Sales Client for SAP CRM.................................

  • Page 4: Basics

    The BlackBerry® Sales Client for SAP® CRM allows you to access the data from your corporation's SAP CRM application from your BlackBerry device. You can use the BlackBerry Sales Client for SAP CRM to manage leads, CRM accounts, and CRM contacts. Any changes that you make in the BlackBerry Sales Client for SAP CRM on your device are reflected in your corporation's SAP CRM application.

  • Page 5: Search For A Crm Account, Contact, Or Lead

    Search for a CRM account, contact, or lead On the Home screen, click the BlackBerry Sales Client icon. 2. Type text to search for in the Find field that appears at the top of the account list, contact list, or leads list.

  • Page 6: Manage Crm Contacts And Accounts

    User Guide Manage CRM contacts and accounts Manage CRM contacts and accounts Add a CRM contact On the Home screen, click the BlackBerry Sales Client icon. 2. Press the Menu key. 3. Click Accounts. 4. Click an account. 5. Press the Menu key.

  • Page 7: Change A Crm Account

    User Guide Manage CRM contacts and accounts Change a CRM account On the Home screen, click the BlackBerry Sales Client icon. 2. Press the Menu key. 3. Click Accounts. 4. Click an account. 5. Press the Menu key. 6. Click Edit Account.

  • Page 8: Leads

    About leads When you receive a new lead for an account, your BlackBerry® device displays the new lead indicator at the top of each screen and beside new leads in the leads list. Your device also displays the new lead in the messages application. If you open the lead from the messages application, your device opens the lead in the BlackBerry®...

  • Page 9: Troubleshooting

    I cannot log in to the BlackBerry Sales Client for SAP CRM To log in to the BlackBerry® Sales Client for SAP® CRM, type your SAP system user name and password. For more information about the login information that you should use, contact the administrator that deals with SAP support for your organization.

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