Blackberry Sales Client for SAP CRM Manual del usuario - Página 6

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User Guide

Manage CRM contacts and accounts

Add a CRM contact

1.
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 Add Contact.
7. Type the contact information.
8. Press the Menu key.
9. Click Save.

Add an existing contact to your CRM contact list

1.
On the Home screen, click the Contacts icon.
2. Highlight a contact.
3. Press the Menu key.
4. Click Save to CRM.
5. Click an account.
6. Type the contact information.
7. Press the Menu key.
8. Click Save.

Change 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 Edit Contact.
7. Change the contact information.
8. Press the Menu key.
9. Click Save.
4
Manage CRM contacts and accounts