Blackberry Sales Client for SAP CRM Benutzerhandbuch - Seite 4

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User Guide

Basics

About the BlackBerry Sales Client for SAP CRM

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. Likewise, any changes that
are made in your corporation's SAP CRM application are reflected in the application on your device.

Email a CRM contact

1.
On the Home screen, click the BlackBerry Sales Client icon.
2. Press the Menu key.
3. Click Contacts.
4. Click a contact.
5. Press the Menu key.
6. Click Email Contact.

Call a CRM contact

1.
On the Home screen, click the BlackBerry Sales Client icon.
2. Press the Menu key.
3. Click Contacts.
4. Highlight a contact.
5. Press the Menu key.
6. Click Call <contact>.

Log a call or email message to a CRM account

1.
Perform one of the following actions:
• From the Home screen, press the Send key. Highlight a call log.
• On the Home screen, click the Messages icon. Highlight an email message.
2. Press the Menu key.
3. Click Save to CRM.
4. Type the information for the call or email message.
5. Press the Menu key.
2
Basics