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SalesNOW User`s Manual

1. View Edit contacts 1 In the Contacts tab highlight the contact and click the trackwheel 2 Click Open 3 View edit the contact information 4 Click the trackwheel 5 Click Save Note To quickly find a contact simply start typing their name and contacts will be filtered accordingly Delete contacts 1 In the Contacts tab highlight the contact and click the trackwheel 2 Click Delete Contact Name 3 Confirm by clicking Delete PE Copy contacts Copying a contact helps save time when entering a new contact It copies some of the contact s key information such as company association work address and phone number 1 In the Contacts tab highlight the contact to copy and click the trackwheel 2 Click Copy This Contact 3 Type the contact information 4 Click the trackwheel 5 Click Save Sort contacts Contacts can be sorted in a number of ways including by first name last name company name and city name 1 In the Contacts tab click the trackwheel 2 Click Sort by Last for example Note The first sort performed will be in ascending order and the second will be in descending order The sort order will be automatically saved for the next time you view the contact list Call contacts 1 In the Contacts tab highlight the contact and click the trackwheel 2 Click Call Contact Name 3 If asked click Yes to allow SalesNOW to initiate the phone cal
2. Note Within the email information section of an email record you can move directly PN 45 to the associated company record by clicking the company name Add additional company associations to an email To add additional company associations to an email follow these steps 1 Open the email record and click new on the title bar for companies 2 Click the magnifying glass to select an existing company or click to add a new company record Change primary company for an email To change the primary company for an email follow these steps 1 Open the email record and click edit on the title bar for companies 2 Click the primary box beside the company that you wish to make primary Add a deal to an email 1 To add a deal association to an email click the magnifying glass to select an existing deal or click to add a new deal record Note Within the email information section of an email record you can move directly to the associated deal record by clicking the deal name Remove a contact company or a deal from an email 1 To remove a contact company or deal association from an email click the X beside the contact company or deal name View Edit emails 1 In the Emails tab highlight the email date amp time notice a blue underline under the email date amp time and click the mouse 2 Click Edit 3 View edit the email information 4 Click Save amp Close to save changes ma
3. If you are not on the first page of contacts you may click either previous or next to move between pages of contacts Related Topic See the Page Settings section of this manual to learn how to change the number of contacts that can be viewed on a single page Get map for contacts 1 In the Contacts tab highlight the contact name and click the mouse 2 Click View Map below either the contact s Work Address or Personal Address depending on which one that you wish to view Note The mapping feature is utilizing Google Maps and will launch a separate window For best results please ensure that the address details are complete Add a new deal email log or an activity to a contact The benefit of adding a new deal email log or an activity from within a contact record is that the system will automatically associate it to that contact 1 In the Contacts tab highlight the contact to which you wish to add a new deal email log or activity to and click the mouse 2 Click new on the title bar for deals emails or activities depending on what you d like to add 3 Type the new deal email log or activity information 4 Click Save amp Close to save your new entry or 5 Click Cancel Related Topic Refer to the Deals Emails or Activities section of this manual to learn another way to enter a new deal email log or activity View Edit deals emails or activities for contacts 1 In the Contacts ta
4. click the advanced title 2 Enter the search criteria which can be based on any combination of the first few characters of the deal s name status probability company name contact name closing from or closing to dates Contact and company names are selected by clicking the magnifying glass 3 Click search to search against the criteria or 4 Click clear to clear the search criteria Navigating deals list If you have more than one page of deals the system will display at the top of the list that you are viewing deals 1 15 of 45 for example To move between different pages of deals follow these steps 1 In the Deals tab click next to move to the next page of deals or 2 If you are not on the first page of deals you may click either previous or next to move between pages of deals A 43 Related Topic See the Page Settings section of this manual to learn how to change the number of deals that can be viewed on a single page Add a new contact company email log or an activity to a deal The benefit of adding a new contact company email log or an activity from within a deal record is that the system will automatically associate it to that deal 1 In the Deals tab highlight the deal to which you wish to add a new contact company email log or activity to and click the mouse 2 Click new on the title bar for contacts companies emails or activities depending on what you d like to a
5. highlight the company and click the trackwheel Rn TA 2 Click your choice of New Deal or New Activity to create a new deal or activity associated with the company 3 Type the new deal or activity information 4 Click the trackwheel 5 Click Save Related Topic Refer to the Deals or Activities section of this manual to learn another way to enter a new deal or a new activity View Edit contacts deals emails or activities for companies 1 In the Companies tab highlight the company and click the trackwheel 2 Click your choice of Contacts Deals Emails or Activities to view edit items associated with the company 3 Highlight the item you wish to view edit and click the trackwheel 4 Click Open to open the deal email or activity that you wish to view edit Note Another way to view edit contacts deals emails or activities for companies is to open the company record and click the appropriate contacts deals emails or activities sub tab Search for companies 1 In the Companies tab or on any main tab click the trackwheel 2 Click Contact Search 3 Enter the company name 4 Highlight Search and click the trackwheel Deals Add deals 1 In the Deals tab click the trackwheel 2 Click New Deal 3 Type the deal information 4 Click the General tab to enter the deal s general information 5 Click the trackwheel 6 Click Save Add a contact to a deal 1 To add a
6. ie eege 21 EEN eee ee ee ee 21 Add KEN ETIKETT 21 Remove a contact company or deal from an email 21 View Edit emails ceccceecceeececeeceeeeeeeeeeeeeeeeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeseneeens 22 EE 22 Eege 22 BI UE 22 Recent KENE agn 23 Add Ren i EE 23 WCW Se een Lu EE 23 Delete recent Hems 23 POON SCENT ONS Ga Ee EE ege 23 Cal CONTACTS Nee ENEE ENEE ENEE EE SEENEN EENS SE EEN 23 Email COMlACKS issen A RE A E E E ER 23 BEE 24 View Update in E 24 DE E A UE 25 Compose SalesNOW emails E 25 Add multiple contacts to a message TE 25 Add a company to an E EE 25 Add a deal to an email toscana csc scented cdtnancnsaece soe ceeaadeasaunes oe pet vsaqiaasanua mamdendhemmenraenenseccasanecee 25 Remove a company or deal from an email 25 Forward SalesNOW En E 26 Save to Sales NOW eege ee 26 Send amp save E Le EE 26 EE ee Abee EE 27 Blackberry Addresses ssssssssssssssnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnana 28 oalesNOW Web EdItIOH saiissccacacnditiaisnncseananssiardsscarsuadabitissiectenmnbseaes 29 Maim BNA asaan 30 Navigating maim E 30 Eeer 30 Quick tools quick OMS ous ec tae setae uth sees tat ek ace eee ede ea eee 30 Recent MEMS TTT 31 Eegeregie eege Eege 31 EU le cea rs rcs western cn aaa ees mere aai aada aac AAN aAa tenn aaa 31 Setup My CO EE 32 Setup CMAN SS EE 32 Setup install on BIACKBSINY sreccsscivscueccsetncdesnsstdncenguce a tage ta 32 HOME eege eege ae 33 Drag an
7. Deal 2 Type the deal information The deal name is a mandatory field 3 Click Save amp Close to save this deal and return and display this deal record or 4 Click Save amp New to save this deal and start entering a new deal record or 5 Click Cancel to not save this deal and return to the deals list Note To quickly move between fields when entering deal information press the TAB key Add a primary contact to a deal 1 To add a primary contact association to a deal click the magnifying glass to select an existing contact or click to create a new contact If this contact is associated to a company the company will automatically be associated to the deal as well Note Within the deal information section of a deal record you can move directly to the associated contact record by clicking the contact name Add additional contact associations to a deal 1 To add additional contact associations to a deal follow these steps 2 Open the deal record and click new on the title bar for contacts 3 Click the magnifying glass Select an existing contact or click New Contact to add a new contact record Change primary contact for a deal To change the primary contact for a deal follow these steps 1 Open the deal record and click edit on the title bar for contacts 2 Click the primary box beside the contact that you wish to make primary Add a company to a deal 1 To add a company
8. follow these steps to send an email link to the SalesNOW download to your BlackBerry 1 In the main tab menu or from anywhere within the application highlight Setup and click the mouse 2 Highlight Install on BlackBerry and click the mouse 3 Highlight Email Device Installation Link and click the mouse Home The Home page provides a snapshot of important information and displays six different windows e Current Activities this is a list of open activities i e not marked as complete with a date between today and 30 days out e Current Deals this is a list of active deals i e with a status of active with a call back date set between today and 30 days out e Top Deals this is a list of open deals i e with a status of active e Sales History this is a graph of the sales history which displays the value of the closed deals for the last four months including the current month e Sales Funnel this is a table of active deals by probability in 10 increments e Sales Forecast this is a graph of sales history which displays the value of both the active and won deals for the next four months including the current month Note To move to a record within a list i e Current Activities Current Deals or Top Deals or a table i e Sales Funnel simply highlight the item and click the mouse Related Topic The Page Settings section above describes how to change the maximum number of re
9. for Select Deal Name Add a new deal to an activity 1 To add a new deal association to an activity open the activity record and click the beside the Deal field 2 Enter in the new deal information 3 Click the trackwheel 4 Click Save Remove a contact company or deal from an activity 1 To remove a contact company or deal association from an activity click the X beside the name View Edit activities 1 In the Activities tab highlight the activity and click the trackwheel 2 Click Open 3 View edit the activity information 4 Click the trackwheel and Save Delete activities 1 In the Activities tab highlight the activity and click the trackwheel 2 Click Delete Activity Name 3 Confirm by clicking Delete Sort activities Activities can be sorted by subject or date 1 In the Activities tab click the trackwheel 2 Click Sort by Subject for example Note The first sort performed will be in ascending order and the second will be in descending order View Edit contact or company roles for activities 1 In the Activities tab highlight the activity and click the trackwheel 2 Click Open to open the activity 3 Click the Contacts or Companies sub tab 4 Highlight the contact or company role you wish to view edit and click the trackwheel 5 Select Edit New or Delete option for contact or company roles IN 2 Emails Send emails 1 In the Emai
10. primary contact association to a deal click the magnifying glass within the deal 2 Select an existing contact and click Select Contact Name If this contact is associated to a company the company will automatically be associated to the deal as well Note To add additional contact associations to a deal open the deal record and scroll to the Contacts sub tab and click the trackwheel to active Click the trackwheel and click New Contact Role Add a new contact to a deal 1 To add a new contact association to a contact open the deal record and click the beside the Contact field 2 Enter in the new contact information 3 Click the trackwheel 4 Click Save 5 The new contact will be added to the deal record Add a company to a deal 1 To add a primary company association to a deal click the magnifying glass within the deal 2 Select an existing company and click Select Company Name Note To add additional company associations to a deal open the deal record and scroll to the Companies sub tab Click the trackwheel and click New Company Role Add a new company to a deal 1 To add a new company association to a contact open the deal record and click the beside the Company field 2 Enter in the new company information 3 Click the trackwheel 4 Click Save 5 The new company will be added to the deal record Remove a contact or company from a deal 1 To remove a pri
11. Company field and click the mouse and select the company otherwise leave the field blank and the report will be based on all companies 2 If you d like to run the report based on the data for a specific deal highlight the magnifying glass beside the Deal field and click the mouse and select the deal otherwise leave the field blank and the report will be based on all deals 3 To set the date range for the report highlight the calendar icon beside the From field and click the mouse Select the date and click the mouse Next highlight the calendar icon beside the To field and click the mouse Select the date and click the mouse 4 For the activities and emails by month report select the items to include in the report by highlighting the box beside the item call logs emails and tasks and clicking the mouse 5 To generate the report based on the selected parameters highlight generate and click the mouse 6 To clear the report parameters highlight clear and click the mouse ee 53 Calendar The Calendar page provides a unique calendar based view to your activities The views available are e Day View this view shows you the activities for a particular day e Week View this view shows you the activities for a particular week e Month View this view shows you the activities for a particular month Filtering activities With the different calendar views you can filter the activities to focus on th
12. E 12 Add a deal or an activity En 12 View Edit deals emails or activities for contacts seoessesnsrseseerrerrrrreseserrrrrrrrrererrrerrereerernn 13 on o E T A TEE E E O T 14 Iesele EE 14 View Edit COMPANIES EE 14 Rue 14 OO AI ees ea rats aac ceed canst Eeer 14 Get Map for TEE 14 Add a deal or an activity EE en EE 14 View Edit contacts deals emails or activities for Companies 15 Search for al 15 gt lee Be EE 16 Add acontactioadeal ee 16 Add a new contact to a deal eenig een geg 16 ACG COMpPAny e EE E 16 Add a new company to a TEE 17 Remove a contact or company from a deal 17 View Edit deal E 17 D lste deals arrana a E terei ara desturesecscuicranntteaneenssctesteeianates 17 Sort deals EE 17 Call the deal s primary Contact 17 Email the deal s primary GOT UACT geed gege 18 Add an activity EE E 18 View Edit emails or activities for deal 18 View Edit contact or company roles for deals AE 18 EIERE eet KNEA 19 EE DEE eege eg 19 Add a contact to an AG UV IY EE 19 Add a company to an activity E 19 Add a new company to an ET E 19 Add a deal EE E 20 Add a new deal to an EE 20 Remove a contact company or deal from an activity cceceeeceeeeeeeeeeeneeeeeeeeeeeeeeeseeeeeeeeeneeees 20 VO Se Eer 20 Delete activities 20 ning 20 View Edit contact or company roles for aciivittes eee eee eeeee eee eee eee eeeaeeeeeeeeaeeeeeeenaaeeeeneaas 20 E A EE E E ege eeEegee 21 Lu EE 21 Add multiple contacts to an GEI
13. SalesNOW on a BlackBerry is a device running Operating System OS 4 0 or higher PN D Q Does SalesNOW use BES or BIS network communication A SalesNOW uses both the BlackBerry Enterprise Server BES and BlackBerry Internet Service BIS As a user you decide what type communication platform you prefer This can be done from the Options screen within SalesNOW on your BlackBerry Q I am using SalesNOW in a BES environment but it does not seem to synchronize What is wrong A If you wish to use SalesNOW with in a BES environment you will have to ensure the BES server within your company provides appropriate accesses rights to the SalesNOW Internet server If you are using the BES communication setting in SalesNOW on your BlackBerry and are unable to transfer data to and from the SalesNOW Internet sever the most common cause is a setting on your company s BES Server Ask your BES Administrator usually from your company s IT group to allow SalesNOW access via the BES server Q Does SalesNOW use SSL for security A Yes For users that utilize BIS for the communication platform you can select to use SSL from the Option screen Q How do access SalesNOW through the Internet PN 58 A All information entered via SalesNOW on your BlackBerry is automatically synchronized to our secure SalesNOW server You can access all your information via the SalesNOW website by visiting www salesnow com through your Internet browse
14. ab click the advanced title 2 Enter the search criteria which can be based on any combination of the first few characters of the email s subject contact name company name and deal name from or to dates Contact company or deal names are selected by clicking the magnifying glass 3 Click search to search against the criteria or 4 Click clear to clear the search criteria ees 47 Navigating emails list If you have more than one page of emails the system will display at the top of the list that you are viewing emails 1 15 of 235 for example To move between different pages of emails follow these steps 1 In the Emails tab click next to move to the next page of emails or 2 If you are not on the first page of deals you may click either previous or next to move between pages of emails Related Topic See the Page Settings section of this manual to learn how to change the number of emails that can be viewed on a single page View Edit contacts or companies for emails 1 In the Emails tab highlight the email to which you wish to view edit contacts or companies and click the mouse 2 Click show on the title bar for contacts or companies depending on what you d like to view edit If the show button has already been pressed you can skip this step 3 Highlight the contact or company that you wish to view edit and click the mouse 4 Click Edit to modify the information 5 Type any chan
15. ackwheel if you have 1 nthe Reports tab highlight the Wie KR report before but wish to report you wish to view update and click uP s the trackwheel 5 Click Update Report 2 Click Open Note 3 Click Update Report if you haven t Must be in radio coverage in order to viewed the report previously update the report ees 24 Blackberry Emails Note SalesNOW emails can be sent directly from within the SalesNOW application However this section outlines how emails can be sent or received within the BlackBerry Messages environment and automatically saved for future reference in the Emails tab within SalesNOW Compose SalesNOW emails 1 In a BlackBerry messages list click the trackwheel 2 Click Compose SalesNOW Email 3 Select an existing contact to email and click the trackwheel 4 Click Email Contact Name If this contact is associated to a company the company will automatically be associated to the email as well 5 Type the email subject and body and click the trackwheel 6 Click Send to send the email to the recipients Add multiple contacts to a message To add multiple contacts to a message in the message click the trackwheel To add an additional To recipient click Add SalesNOW To To add a carbon copy CC recipient or a blind carbon copy BCC recipient click Add SalesNOW Cc or Add SalesNOW Bcc Add a company to an email 1 To add a primary company association to an email click
16. anies tab highlight the contact and click the X at the far right of the company listing or 2 Click Delete while viewing the company record Related Topic See the Recycle Bin section of this manual for information on how to restore a company record after it has been deleted Clone companies 1 Cloning a company helps save time when entering a new company record It copies the company s key information such as address and phone number 2 In the Companies tab highlight the company name to clone and click the mouse 3 Click Clone 4 Edit the company information 5 Click Save amp Close to save changes made to the new company record or 6 Click Cancel ees 3 8 Sort companies Companies can be sorted by company name in ascending or descending order 1 In the Companies tab click the Name column heading to sort in descending order 2 Click the Name column heading again to sort in ascending order Note The sort order will be automatically saved for the next time you view the contact list Companies filter 1 In the Companies tab click a letter from A Z or Other for a different character to filter only companies with a name beginning with that character or 2 Click All to display all contacts Companies search basic 1 In the Companies tab click the empty box beside the search title 2 Enter the search criteria which can be based on the first few characters of the c
17. association to a deal click the magnifying glass to select an existing company or click the to add a new company record A 4 E Note Within the deal information section of a deal record you can move directly to the associated company record by clicking the company name Add additional company associations to a deal To add additional company associations to a deal follow these steps 1 Open the deal record and click new on the title bar for companies 2 Click the magnifying glass to select an existing company or the to adda new company record Change primary company for a deal To change the primary company for a deal follow these steps 1 Open the deal record and click edit on the title bar for companies 2 Click the primary box beside the company that you wish to make primary Remove a contact or a company from a deal 1 To remove a contact or a company association from a deal click the X beside the contact or company name View Edit deals 1 In the Deals tab highlight the deal name notice a blue underline under the deal name and click the mouse 2 Click Edit 3 View edit the deal information 4 Click Save amp Close to save changes made to the deal or 5 Click Cancel Delete deals 1 In the Deals tab highlight the deal and click the X at the far right of the deal listing or 2 Click Delete while viewing the deal record Related Topic See the Recycle Bin sectio
18. ave Add a contact to an activity 1 To add a primary contact association to an activity click the magnifying glass within the Activity 2 Select an existing contact or click the trackwheel and click New Contact If this contact is associated to a company the company will automatically be associated to the activity as well Note To add additional contact associations to an activity open the activity record and scroll to the Contacts sub tab and click the trackwheel to active Click the trackwheel and click New Contact Role Add a company to an activity 1 To add a primary company association to an activity click the magnifying glass within the Activity 2 Select an existing company and click the trackwheel for Select Company Name Note To add additional company associations to an activity open the activity record and scroll to the Companies sub tab and click the trackwheel to active Click the trackwheel and click New Company Role Add a new company to an activity To add a new company association to an activity open the activity record and click the beside the Company field 1 Enter in the new company information 2 Click the trackwheel 3 Click Save 4 The new company will be added to the activity record Add a deal to an activity 1 To add a deal association to an activity click the magnifying glass within the activity 2 Select an existing deal and click the trackwheel
19. b highlight the contact to which you wish to view edit deals emails or activities and click the mouse 2 Click show on the title bar for deals 5 Type any changes emails or activities depending on what you d like to view edit If the show O 0K SAVE A CIOSE save your button has already been pressed you EEN or can skip this step 7 Click Cancel 3 Highlight the deal email or activity Related Topic that you wish to view edit and click the Refer to the Deals Emails or Activities mouse section of this manual to learn another 4 Click Edit to modify the information way to edit deals emails or activities Companies Add companies 1 In the Companies tab click New Company 2 Type the company information The company name is a mandatory field 3 Click Save amp Close to save this company and display this company record or 4 Click Save amp New to save this company and start entering a new company record or 5 Click Cancel to not save this company and return to the companies list Note To quickly move between fields when entering company information press the TAB key View Edit companies 1 In the Companies tab highlight the company name notice a blue underline under the company name and click the mouse 2 Click Edit 3 View edit the company information 4 Click Save amp Close to save changes made to the company or 5 Click Cancel Delete companies 1 In the Comp
20. ctivity 1 To remove a contact company or deal association from an activity click the X beside the contact company or deal name View Edit activities 1 In the Activities tab highlight the activity name notice a blue underline under the activity name and click the mouse 2 Click Edit 3 View edit the activity information 4 Click Save amp Close to save changes made to the activity or click Cancel Eoo D DO Delete activities 1 In the Activities tab highlight the activity and click the X at the far right of the activity listing or 2 Click Delete while viewing the activity record Related Topic See the Recycle Bin section of this manual for information on how to restore an activity record after it has been deleted Clone activities Cloning an activity helps save time when entering a new activity record It copies the key activity information such as contact company and deal association type status and priority 1 In the Activities tab highlight the activity name to clone and click the mouse 2 Click Clone 3 Edit the activity information 4 Click Save amp Close to save changes made to the new activity record or 5 Click Cancel Sort activities Contacts can be sorted in a number of ways such as by date type subject contact name company name or by status 1 In the Activities tab click the column heading such as Date that you wish to sort by Note The fi
21. d drop WINdOWS EE 33 Hide Sh w ele 33 Contacts EE 34 Add Contas EE 34 Add a company to a contact EE 34 Remove a company from a Contact 34 View Edit contacts eege 34 Delete seit a ee re ene eee ee ee ere eee ee ee ee ee ee ee 34 Cl ne ee Ee 35 SON EN 35 lee E 35 Contacts search EE 35 Contacts search advanced E 35 aerate tel te Dee EE 36 Getmap Order 36 Add a new deal email log or an activity to a CONTACT cece cece ee entnteeeeeeeeeeeeeeneaeeeeeeeeeeees 36 View Edit deals emails or activities for CONTACTS cccccccceeseeeeceeeeseeeeeeeeceeeeeeeeaeaeaeeeeeeeenenes 36 COMPANIES sceoin ieirik ceccanncncaxesnstiancnachsaadedeedatctasnctesiadsctugeiabiadaxececesncas 38 Rule e VE 38 View Edit companies EE 38 Delete companies ctccctciaaces ate raeteczeiangigaceteencesaneesesdeceneriGnngi acne ldeimieexedemualgvinteeaceareueeteneadaesds 38 let enge 38 lee 39 Companies filter si cctsn dens nats caedacrecitoncae sv caeumadt umcaansiccuvhasnsdceadsqua seca tacnncnsesacaewsgesacieddetectl dans 39 Companies search basic ise ncescxcceccneacietiean casentadend teceecansviene inewanteneveacsaddees deddaeetscearnats Ennn nenne 39 Companies search advanced AAA 39 Navigating companies EE 39 Get map for companies E 40 Add a new contact deal email log or an activity to a Company 40 View Edit contacts deals emails or activities for Companies 40 Ee 41 E E 41 Add a primary contact AER ET E 41 Add additional contact associa
22. dd 3 Type the new contact company email log or activity information 4 Click Save amp Close to save your new entry or 5 Click Cancel Related Topic Refer to the Contacts Companies Emails or Activities section of this manual to learn another way to enter a new contact company email log or activity View Edit contacts companies emails or activities for deals 1 In the Deals tab highlight the deal to which you wish to view edit contacts companies emails or activities and click the mouse 2 Click show on the title bar for contacts companies emails or activities depending on what you d like to view edit If the show button has already been pressed you can skip this step 3 Highlight the contact company email or activity that you wish to view edit and click the mouse 4 Click Edit to modify the information 5 Type any changes 6 Click Save amp Close to save your changes or 7 Click Cancel Note Within the deal information section of a deal record you can move directly to either the contact or company record by clicking the contact or company name Related Topic Refer to the Contacts Deals Emails or Activities section of this manual to learn another way to edit deals emails or activities REN AA Emails Add emails Emails created within SalesNOW on the BlackBerry are automatically saved to SalesNOW on the WEB SalesNOW on the WEB does not allow you to create ema
23. de to the email or 5 Click Cancel Note Emails that were sent by you will be represented by a check mark and emails that were received by you will be represented by an envelope Emails that were set at high priority will be represented by a red exclamation mark TT A6 Delete emails 1 In the Emails tab highlight the email and click the X at the far right of the email listing or 2 Click Delete while viewing the email record Related Topic See the Recycle Bin section of this manual for information on how to restore an email record after it has been deleted Sort emails Emails can be sorted in a number of ways including by date contact company or subject 1 In the Emails tab click the column heading such as Contact that you wish to sort by Note The first sort performed will be in ascending order and the second will be in descending order The sort order will be automatically saved for the next time you view the emails list and the sort selection can be identified by an Orange column heading Emails filter 1 In the Emails tab you can filter by email origin by clicking To Me From Me or 2 Click All to display all emails Emails search basic 1 In the Emails tab click the empty box beside the search title 2 Enter the search criteria which can be based on the first few characters of the email s subject 3 Click search Emails search advanced 1 In the Emails t
24. display the item list such as the contacts list Related Topic If you wish to return to the last page that you visited in SalesNOW click the Back button on your Internet browser toolbar Similarly to return to the original page click the Forward button on your Internet browser toolbar Quick tools quick search 1 In the main tab menu or from anywhere within the application highlight Quick Tools and click the mouse 2 Enter the first few characters or the contact name company name deal name email subject or activity subject in the box below Quick Search 3 Highlight search and click the mouse 4 To hide Quick Tools highlight Quick Tools and click the mouse Note You can move directly to a record in the search results by highlighting the record and clicking the mouse Quick tools quick create 1 In the main tab menu or from anywhere within the application highlight Quick Tools and click the mouse 2 Highlight the down arrow in the drop down box below Quick Create and click the mouse 3 Highlight the type of record that you would like to create contact company deal or an activity and click the mouse 4 To hide Quick Tools highlight Quick Tools and click the mouse Related Topic Refer to the Contacts Companies Deals or Activities sections below to learn how to add a new contact company deal or activity record Recent items Recent items are automatically stored for quick re
25. e 1 In the main tab menu or within any main tab click the trackwheel 2 Click Options 3 Highlight the font size and click the trackwheel to Change Option 4 Roll the trackwheel up or down to move to change the font size 5 Click the trackwheel 6 Highlight the Save button 7 Click the trackwheel Options change pull interval Changes made within the SalesNOW BlackBerry Edition are automatically pushed to the SalesNOW Web Edition However changes made within the SalesNOW Web Edition are pulled down to the SalesNOW BlackBerry Edition at a timed interval By default this interval is set at Never To change this setting follow these steps 1 In the main tab menu or within any main tab click the trackwheel 2 Click Options 3 Highlight the change pull interval and click the trackwheel to Change Option 4 Roll the trackwheel up or down to move to change the pull interval 5 Click the trackwheel 6 Highlight the Save button 7 Click the trackwheel Related Topic Refer to the Synchronize section below to learn how to force a one time synchronization with the SalesNOW Web Edition Options prompt for password on start up To increase security for your SalesNOW data you may wish to require the system to prompt for a password on start up 1 In the main tab menu or within any main tab click the trackwheel 2 Click Options 3 Highlight the prompt for password and click the trackwhee
26. e items that are important to you e Meetings this will show you only the activities that are classified as meetings e Tasks this will show you only the activities that are classified as tasks e Call Logs this will show you only the activities that are classified as call logs e All this will show you all activities Calendar navigation As with most calendars you can navigate between days and months In the middle of the screen there are two arrows left and right with a calendar icon Clicking the calendar icon will display a small calendar which will allow you to select any particular day week or month depending on what calendar view is currently active The left and right arrows beside the calendar icon allow you to move backward left arrow or forward right arrow one day week or month depending on what calendar view is currently active You can always know what view you are looking at by the description in the middle of the screen For example if you are looking at a month view the description will state Month Year i e March 2007 In the upper left corner of the screen is the current date Putting the mouse over the date will highlight it with an underline under the date Clicking on the date with your mouse will take you to the current day in the calendar ES 54 Opening activities From the calendar view you can open any activity by directly clicking on it This will ope
27. e Contacts tab To move toa different tab follow these steps 1 In the Contacts tab click the ESC key This will bring you to the main tab menu 2 Roll the trackwheel to move to a different main tab 3 Click the trackwheel 4 Click Open Note Clicking ESC from within any main tab will bring you to the main tab menu Contact search 1 In the main tab menu or within any main tab click the trackwheel 2 Click Contact Search 3 Enter the contact s Last Name First Name or Company Name 4 Highlight the appropriate search criteria and click the trackwheel to select 5 Highlight the Search button 6 Click the trackwheel Contact tree The contact tree provides a complete view of your contacts The first level is the company next is the contacts within the company and finally any deals emails or activities associated with the contact 1 In the main tab menu or within any main tab click the trackwheel 2 Click Contact Tree 3 Highlight the Company you wish to expand and click the trackwheel 4 Click Expand 5 Highlight the Contact you wish to open or expand 6 Click Open to open the contact record or 7 Click Expand to view any deals emails or activities associated with the contact 8 Highlight any deals emails or activities you wish to view and click the trackwheel 9 Click Open to open the deal email or activity that you wish to view edit Options change font siz
28. e deal and can be viewed from the Emails sub tab within the deal Add an activity to a deal 1 In the Deals tab highlight the deal and click the trackwheel 2 Click New Activity to create a new activity associated with the deal 3 Type the activity information 4 Click the trackwheel 5 Click Save Related Topic Refer to the Activities section of this manual to learn another way to enter a new activity to a deal View Edit emails or activities for deals 1 In the Deals tab highlight the deal and click the trackwheel 2 Click your choice of Emails or Activities to view edit items associated with the deal 3 Highlight the item you wish to view edit and click the trackwheel 4 Click Open to open the email or activity that you wish to view edit Note Another way to view edit emails or activities for deals is to open the deal record and click the emails or activities sub tab View Edit contact or company roles for deals 1 In the Deals tab highlight the deal and click the trackwheel 2 Click Open to open the deal 3 Click the Contacts or Companies sub tab 4 Highlight the contact or company role you wish to view edit and click the trackwheel 5 Select Edit New or Delete option for contact or company roles Activities Add activities 1 In the Activities tab click the trackwheel 2 Click New Activity 3 Type the activity information 4 Click the trackwheel 5 Click S
29. ecord and click the appropriate deals emails or activities sub tab Companies Add companies 1 In the Companies tab click the trackwheel 2 Click New Company 3 Type the company s general information 4 Click the trackwheel 5 Click Save View Edit companies 1 In the Companies tab highlight the company and click the trackwheel 2 Click Open 3 View edit the company information 4 Click the trackwheel 5 Click Save Note To quickly find a company simply start typing the company name and the companies will be filtered accordingly Delete companies 1 In the Companies tab highlight the company and click the trackwheel 2 Click Delete Company Name 3 Confirm by clicking Delete Sort companies Companies can be sorted by Name or by City 1 In the Companies tab click the trackwheel 2 Click Sort by City for example Note The first sort performed will be in ascending order and the second will be in descending order The sort order will be automatically saved for the next time you view the company list Get Map for companies 1 In the Companies tab highlight the company and click the trackwheel 2 Click Get Map Note The mapping feature is utilizing Google Maps Please ensure that the name entered in the State Province field is the full name or the official 2 character state province code Add a deal or an activity to a company 1 In the Companies tab
30. emove a contact company or deal from an email 1 To remove a contact company or deal association from an email click the X beside the name Rn 2 View Edit emails 1 In the Emails tab highlight the email and click the trackwheel 2 Click Open 3 View edit the email log 4 Click the trackwheel 5 Click Save Note Emails that were sent by you will be represented by a check mark and emails that were received by you will be represented by an envelope Related topic Refer to the Contacts Companies or Deals section of this manual to learn how to view edit emails from a contact company or a deal Set priority The default priority set on emails is normal To change the priority to High or Low follow these steps 1 In the message click the trackwheel Click Set Priority This will automatically change the email priority to High 2 To change the priority to Low or Normal after setting it to High highlight the priority and click the trackwheel 3 Click Change Option and select the new priority setting Sort emails Emails can be sorted by subject or by date 1 In the Emails tab click the trackwheel 2 Click Sort by Subject for example Note The first sort performed will be in ascending order and the second will be in descending order Delete emails 1 In the Emails tab highlight the email and click the trackwheel 2 Click Delete Email Subject 3 Confirm by clickin
31. etails progress and next steps on deals 2 Manage your sales pipeline while on the road IN 5G 4 Access via BlackBerry or Internet 1 Use the Internet version to access all the same information while at home 2 View graphs on the BlackBerry and export custom activity reports to Excel 5 Share across your team with SalesNOW Team Edition 1 Team leader can access and view information for team members 2 Rollup activity and forecast reports for team members Q What is the size of SalesNOW on my BlackBerry A The size of the SalesNOW application installed on the BlackBerry is approximately 390k There is no cost to download and install the application on your BlackBerry Q How much data is transferred each month using SalesNOW A SalesNOW utilizes a special algorithm to ensure the minimum amount of data is transferred between the server and the BlackBerry handheld device This ensures that only pertinent data is synchronized and keeps the data charges for the user to a minimum The amount of data transferred depends on the usage level and how much data you enter and store in SalesNOW Following are some data usage example for wireless synchronization over a 30 day period This includes the creation of new records as well as changes to existing records Usage Level Records Data Usage Low 150 155k Medium 300 310k High 600 620k Q What are the minimum requirements to run SalesNOW on my BlackBerry A The minimum requirement to run
32. ference when a record such as a contact company deal email or activity is viewed or edited 1 In the main tab menu or from anywhere within the application highlight Recent Items and click the mouse 2 Highlight the item you wish to view edit and click the mouse 3 To hide Recent Items highlight Recent Items and click the mouse Recycle bin The Recycle Bin automatically stores copies of deleted items when a record such as a contact company deal email or activity record is deleted Ifa record was mistakenly deleted it may be restored by following these steps 1 In the main tab menu or from anywhere within the application highlight Recycle Bin and click the mouse 2 Highlight the item you wish to view restore and click the mouse 3 View the record and click restore to bring the record back into SalesNOW or click close to hide the record and leave it for future discard 4 To hide the Recycle Bin highlight Recycle Bin and click the mouse Note Items in the Recycle Bin are only stored for 24 hours Page settings This feature allows you to set the page settings for each of the main tabs within the application e Inthe Home tab Page Settings lets you set the maximum number of results per list such as Top Deals Current Activities and Current Deals to display the number of days out that defines a Current Deal and the number of days of that defines a Current Activity e Inthe Contact
33. g Delete SN gt Recent Items Add recent items Recent items are automatically stored for quick reference when a record such as a contact company deal email or activity is viewed or edited View Edit recent items 1 In the Recent Items tab highlight the item and click the trackwheel 2 Click Open 3 View edit the item 4 Click the trackwheel 5 Click Save Delete recent items 1 In the Recent Items tab highlight the item and click the trackwheel 2 Click Delete Item Name 3 Confirm by clicking Delete Sort recent items Recent items are automatically sorted by most recent They can also be sorted by item name 1 In the Recent Items tab click the trackwheel 2 Click Sort by Name Note The first sort performed will be in ascending order and the second will be in descending order The sort order will be automatically saved for the next time you view the contact list Call contacts 1 In the Recent Items tab highlight an item that is associated with a contact and click the trackwheel 2 Click Call Contact Name 3 Click Yes to allow SalesNOW to initiate the phone call Email contacts 1 In the Recent Items tab highlight an item that is associated with a contact and click the trackwheel 2 Click Email Contact Name 3 Type the email subject and body and click the trackwheel 4 Click Send CT 23 Reports View Update reports 4 Click the tr
34. ge BlackBerry Sales iE Name Close Date Billing Solution 6 29 2006 Camera Purchase 6 9 2006 Contact Management 5 15 2006 S Sustem Integration Temperature Sensors 6 8 Tracking Software 5 31 2006 Transfer Control 8 1 2006 A em d ta SAGAS Gir fa MUM OW Baa Allg kK I gt cae pe Buy V BIN iM mmo SPACE eeng i SalesNOW User s Manual Table of Contents SalesNOW BlackBerry Edition ccccccsssssssssseeeeeeeeeseeeeeneeeseeeeeeeeeseeseneees EE NAVIGATING Ba tabs sxcscsasnensicngeseisa eQi a a E E REE Contact GSC GM E Ueleg Options change font size sca a cc tsenctaacecerteravedennseesdeentdiewidereccausteicuorestiocaeeeenitrianmicicidereeneteetee Options change pull interval ee EEN Options prompt for password on start up steen stieg Ed SC eeEaeEEe EE EE ESA Options Ee E re EE Options import all contacts from my blackberry 0 eee eee eee eee eeeeeeeeeeeeeeeaeeeeeeseaaeeeeteeaaeeeeeeaes 10 Options refresh all data from the server AE 10 Ee EE 10 SUMMATY EEN 10 Se EE 10 COMMAS cctinsccnnnmunniineie EER N EROT 11 Add ue 11 Add a company to a CONtaCE axccsetiscicointeriearnrvatasuetneesteapiaee ai A A a aaa 11 Add a new company to acontact EEN 11 Remove a company from a contact ccecisxicissicosaanvceecwersaderetensseneteatedsadeweesuesnneaiBencienicedeeenaviasiae 11 View Edit contacts eege 11 RE 11 elen 12 SOM COMPACIS eege EE 12 EE eege EE 12 EE n 12 Get map for E
35. ges 6 Click Save amp Close to save your changes or 7 Click Cancel es A2 Activities Add activities 1 In the Activities tab click New Activity 2 Type the activity information The activity name is a mandatory field 3 Click Save amp Close to save this activity and display this activity record or 4 Click Save amp New to save this activity and start entering a new activity or 5 Click Cancel to not save this activity and return to the activities list Note To quickly move between fields when entering activity information press the TAB key Add a primary contact to an activity 1 To add a primary contact association to an activity click the magnifying glass to select an existing contact or click to add a new contact record If this contact is associated to a company the company will automatically be associated to the activity as well Note Within the activity information section of an activity record you can move directly to the associated contact record by clicking the contact name Add additional contact associations to an activity To add additional contact associations to an activity follow these steps 1 Open the activity record and click new on the title bar for contacts 2 Click the magnifying glass to select an existing contact or click to adda new contact record Change primary contact for an activity To change the primary contact for an activity fol
36. ils directly this feature will be available in April 2007 Related Topic See either the Emails or the BlackBerry Emails chapter of the SalesNOW for the BlackBerry section of this manual for information on how to compose a SalesNOW email or save a regular BlackBerry email to SalesNOW Add a primary contact to an email 1 To add a primary contact association to an email click the magnifying glass to select an existing contact or click to add a new contact record If this contact is associated to a company the company will automatically be associated to the email as well Note Within the email information section of an email record you can move directly to the associated contact record by clicking the contact name Add additional contact associations to an email To add additional contact associations to an email follow these steps 1 Open the email and click new on the title bar for contacts 2 Click the magnifying glass to select an existing contact or click to adda new contact record Change primary contact for an email To change the primary contact for an email follow these steps 1 Open the email record and click edit on the title bar for contacts 2 Click the primary box beside the contact that you wish to make primary Add a company to an email 1 To add a company association to an email click the magnifying glass to select an existing company or click to add a new company record
37. l Email contacts 1 In the Contacts tab highlight the contact and click the trackwheel 2 Click Email Contact Name 3 Type the email subject and body and click the trackwheel 4 Click Send Get map for contacts 1 In the Contacts tab highlight the contact and click the trackwheel 2 Click Get Map Note The mapping feature is utilizing Google Maps Please ensure that the name entered in the State Province field is the full name or the official 2 character state province code Add a deal or an activity to a contact 1 In the Contacts tab highlight the contact and click the trackwheel 2 Click your choice of New Deal or New Activity to create a new deal or activity associated with the contact 3 Type the new deal or activity information IN 2 4 Click the trackwheel 5 Click Save Related Topic Refer to the Deals or Activities section of this manual to learn another way to enter a new deal or a new activity View Edit deals emails or activities for contacts 1 In the Contacts tab highlight the contact and click the trackwheel 2 Click your choice of Deals Emails or Activities to view edit items associated with the contact 3 Highlight the item you wish to view edit and click the trackwheel 4 Click Open to open the deal email or activity that you wish to view edit Note Another way to view edit deals emails or activities for contacts is to open the contact r
38. l to Change Option 4 Highlight the Save button 5 Click the trackwheel Options change password 1 In the main tab menu or within any main tab click the trackwheel 2 Click Options 3 Type the New Password and type it again 4 Highlight the Change button 5 Click the trackwheel eee O Note If you change your SalesNOW password on the BlackBerry you must also change your SalesNOW password on the Web to match otherwise data synchronization will not occur Options import all contacts from my blackberry You may wish to import all of your contacts from your BlackBerry Address Book into SalesNOW This procedure will not only add the contacts into SalesNOW but it will also add the companies as well 1 In the main tab menu or within any main tab click the trackwheel 2 Click Options 3 Roll the trackwheel down to the Import all contacts from my BB area 4 Highlight the Import button 5 Click the trackwheel Options refresh all data from the server There may be a situation when you would want to pull ALL the data down from your SalesNOW Web Edition for example if you were to upgrade to a new BlackBerry device 1 In the main tab menu or within any main tab click the trackwheel 2 Click Options 3 Roll the trackwheel down to highlight the Refresh button 4 Click the trackwheel Synchronize This feature forces a one time synchronization of any changes in the Sale
39. low these steps 1 Open the activity record and click edit on the title bar for contacts 2 Click the primary box beside the contact that you wish to make primary Rn AO Add a company to an activity 1 To add a company association to an activity click the magnifying glass to elect an existing company or click to add a new company record Note Within the activity information section of an activity record you can move directly to the associated company record by clicking the company name Add additional company associations to an activity 1 To add additional company associations to an activity follow these steps 2 Open the activity record and click new on the title bar for companies 3 Click the magnifying glass to select an existing company or click to adda new company record Change primary company for an activity To change the primary company for an activity follow these steps 1 Open the activity record and click edit on the title bar for companies 2 Click the primary box beside the company that you wish to make primary Add a deal to an activity 1 To add a deal association to an activity click the magnifying glass to select an existing deal or click to add a new deal record Note Within the activity information section of an activity record you can move directly to the associated deal record by clicking the deal name Remove a contact company or deal from an a
40. ls tab click the trackwheel 2 Click Compose Email 3 Click Email Contact Name If this contact is associated to a company the company will automatically be associated to the email as well 4 Type the email subject and body and click the trackwheel 5 Click Send to send the email to the recipients Related topic Refer to the Contacts or Deals section of this manual to learn how to email from a contact or a deal Also refer to the BlackBerry Emails section of this manual to learn how to send a SalesNOW email from the BlackBerry email application Add multiple contacts to an email To add multiple contacts to an email in the message click the trackwheel To add an additional To recipient click Add SalesNOW To To add a carbon copy CC recipient or a blind carbon copy BCC recipient click Add SalesNOW Cc or Add SalesNOW Bcc Add a company to an email 1 To add a primary company association to an email click the magnifying glass Select an existing company 2 Click Select Company Name Note Once the email has been sent to add additional company associations to an email open the email record within SalesNOW and click the Companies sub tab Click the trackwheel and click New Company Role Add a deal to an email 1 To add a deal association to an email in the message click the trackwheel Click Associate with Deal Select an existing deal 2 Click Select Deal Name R
41. mary contact or company association from a deal click the X beside the name View Edit deals 1 In the Deals tab highlight the deal and click the trackwheel 2 Click Open 3 View edit the deal information 4 Click the trackwheel 5 Click Save Note To quickly find a deal simply start typing the name and deals will be filtered accordingly Delete deals 1 In the Deals tab highlight the deal and click the trackwheel 2 Click Delete Deal Name 3 Confirm by clicking Delete Sort deals Deals can be sorted in a number of ways including by deal name company name call back date anticipated close date and estimated value 1 In the Deals tab click the trackwheel 2 Click Sort by Call Back for example Note The first sort performed will be in ascending order and the second will be in descending order The sort order will be automatically saved for the next time you view the deal list Call the deal s primary contact 1 In the Deals tab highlight the deal and click the trackwheel 2 Click Call Contact Name 3 If prompted click Yes to allow SalesNOW to initiate the phone call Email the deal s primary contact 1 In the Deals tab highlight the deal and click the trackwheel 2 Click Email Contact Name 3 Type the email subject and body and click the trackwheel 4 Click Send Note Emails sent in this way will be automatically associated to th
42. me Note The first sort performed will be in ascending order and the second will be in descending order The sort order will be automatically saved for the next time you view the contact list and the sort selection can be identified by an Orange column heading Contacts filter 1 In the Contacts tab click a letter from A Z or Other for a different character to filter only contacts with a first name or last name beginning with that character or 2 Click All to display all contacts Contacts search basic 1 In the Contacts tab click the empty box beside the search title 2 Enter the search criteria which can be based on the first few characters of the contact s first or last name 3 Click search Contacts search advanced 1 In the Contacts tab click the advanced title 2 Enter the search criteria which can be based on any combination of the first few characters of the contact s first or last name and the company name which is selected by clicking the magnifying glass 3 Click search to search against the criteria or 4 Click clear to clear the search criteria Navigating contacts list If you have more than one page of contacts the system will display at the top of the list that you are viewing contacts 1 15 of 139 for example To move between different pages of contacts follow these steps 1 In the Contacts tab click next to move to the next page of contacts or 2
43. n of this manual for information on how to restore a deal record after it has been deleted Clone deals Cloning a deal helps save time when entering a new deal record It copies the deal s key information such as contact and company association deal type and lead source 1 In the Deals tab highlight the deal name to clone and click the mouse 2 Click Clone 3 Edit the deal information Rn A2 4 Click Save amp Close to save changes made to the new deal record or 5 Click Cancel Sort deals Contacts can be sorted in a number of ways including by deal name contact name company name estimated value probability close date call back date or deal status 1 In the Deals tab click the column heading such as Est Value that you wish to sort by Note The first sort performed will be in ascending order and the second will be in descending order The sort order will be automatically saved for the next time you view the deals list and the sort selection can be identified by an Orange column heading Deals filter 1 In the Deals tab you can filter by deal status by clicking Active Won or Lost or 2 Click All to display all deals Deals search basic 1 In the Deals tab click the empty box beside the search title 2 Enter the search criteria which can be based on the first few characters of the deal s name 3 Click search Deals search advanced 1 In the Deals tab
44. n the activity screen displaying the activity details You can view the activity and make any necessary changes to it Click the Internet browser back button to return to the Calendar screen IN 55 3 SalesNOW Frequently Asked Questions Q What is SalesNOW A SalesNOW is a BlackBerry CRM solution designed specifically for the highly mobile small and midsize business SMB sales team It is an extension of the BlackBerry s core email and activity management technology and gives users full access to their critical sales and business data Its BlackBerry centric design works the way a mobile sales professional works when managing deals with tight integration to BlackBerry Calendaring Call Logging and Emails In addition all information entered on the BlackBerry is synchronized to the SalesNOW website When back in the office the hosted SalesNOW website allows users to manage contact activity and deal information and output forecast and activity reports all through the Internet Q What do I get when I sign up for SalesNOW CRM for the BlackBerry A SalesNOW users can 1 Manage contacts 1 Store contact info send emails make phone calls get Google maps 2 Synchronize BlackBerry contacts to SalesNOW easily 2 Track activities and email 1 Associate call logs tasks and emails to deals for quick history retrieval 2 Easily move emails from your inbox to SalesNOW for better organization 3 Manage deals 1 Track sales d
45. ompany s name 3 Click search Companies search advanced 1 In the Companies tab click the advanced title 2 Enter the search criteria which can be based on any combination of the first few characters of the company s name industry or city 3 Click search to search against the criteria or 4 Click clear to clear the search criteria Navigating companies list If you have more than one page of companies the system will display at the top of the list that you are viewing companies 1 15 of 98 for example To move between different pages of companies follow these steps 1 In the Companies tab click next to move to the next page of companies or 2 If you are not on the first page of companies you may click either previous or next to move between pages of companies Related Topic See the Page Settings section of this manual to learn how to change the number of companies that can be viewed on a single page Get map for companies 1 In the Companies tab highlight the company name and click the mouse 2 Click View Map below the company address Note The mapping feature is utilizing Google Maps and will launch a separate window For best results please ensure that the address details are complete Add a new contact deal email log or an activity to a company The benefit of adding a new contact deal email log or an activity from within a company record is that the system will a
46. primary contact for an active 49 Add a company to ENEE 50 Add additional company associations to an aciivifv ttnn rtnn rtnntenntenn reen eenn 50 Change primary company for an activity sneseesseeeesnenesserrrrertnntrstttrssetrnnnrtnnnntssrrnnernnn nenene 50 Add a deal to an ACtVItY E 50 Remove a contact company or deal from an activity cccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneeees 50 NWT Gelee 50 RE 51 KEEN 51 lee E 51 AGtivities EE 51 Activities search Be 51 Activities search advanced act eis cccet es cadereadsgzacecs te te dees ict os act caSeasaeiad yebcee nade mentee nema 52 Navigating activities UIST ccs rctigacecacie ceugaveenc deasievterestecienststanscenaiddndeeee der aaatenresnluationmienaiaiansece 52 View Edit contacts or companies for Activities EE 52 FONE accesses cease eege 53 Generating TOPOS E 53 RE EE 54 Sie e 54 EE ee ic Fe i DEE 54 EE 55 Frequently Asked QueStiOns cccccceeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeeeeeeees 56 mme BlackBerry Sales IS Deals ER Name Close Date Biling Solution 6 29 2006 Camera Purchase 6 9 2006 Contact Management 5 15 20 Temperature Sensors Tracking Software 5 31 2006 Transfer Control 8 1 2006 SalesNOW BlackBerry Edition Main Menu Navigating main tabs The SalesNOW BlackBerry Edition has seven main tabs Contacts Companies Deals Emails Activities Reports and Recent Items When SalesNOW launches it automatically opens th
47. r on your computer From the SalesNOW home page on the Internet enter your login information to gain access to the SalesNOW application Q What can do if forget my password A You can have your password sent to you by accessing www salesnow com through an Internet browser on any Internet connected computer Click the Forgot Your Password link on the login screen and follow the instructions to have your password reset Q How do I access my data if upgrade or change my BlackBerry A Before you change your BlackBerry open SalesNOW and perform a manual synchronization with the SalesNOW server to ensure all data in SalesNOW is safely stored on the SalesNOW website You perform a manual synchronization from SalesNOW on your BlackBerry by selecting Synchronize from the main menu On your new BlackBerry install SalesNOW following the instructions provided previously within this document Open SalesNOW and from the Options screen select the Refresh all data from the server option This will download all data stored on the SalesNOW website Once complete SalesNOW on your BlackBerry will be completely up to date with all your latest sales and contact management data Q Does SalesNOW support different languages A Yes SalesNOW supports English French French Canadian German Italian Portuguese Spanish and Chinese BlackBerry is a registered trademark of Research in Motion Google Maps is a registered
48. rst sort performed will be in ascending order and the second will be in descending order The sort order will be automatically saved for the next time you view the activities list and the sort selection can be identified by an Orange column heading Activities filter 1 In the Activities tab you can filter by activity date by clicking Current Overdue or Future or 2 Click All to display all activities Activities search basic 1 In the Activities tab click the empty box beside the search title 2 Enter the search criteria which can be based on the first few characters of the activity subject name 3 Click search IS DI Activities search advanced 1 In the Activities tab click the advanced title 2 Enter the search criteria which can be based on any combination of the first few characters of the activity s subject name the contact name company name deal name and the date range 3 Click search to search against the criteria or 4 Click clear to clear the search criteria Navigating activities list If you have more than one page of activities the system will display at the top of the list that you are viewing activities 1 15 of 122 for example To move between different pages of activities follow these steps 1 In the Activities tab click next to move to the next page of activities or 2 If you are not on the first page of activities you may Click either previous or ne
49. s Companies Deals Emails and Activities tabs Page Settings lets you set the maximum number of results to display at one time i e without having to move to the next page E gt 1 In the main tab menu or from anywhere within the application except from within the Reports menu highlight Page Settings and click the mouse 2 Highlight the down arrow besides the setting that you d like to change and click the mouse 3 Highlight your new setting and click the mouse 4 Highlight apply to change to the new setting and click the mouse 5 To hide Page Settings highlight Page Settings and click the mouse Setup my account 1 In the main tab menu or from anywhere within the application highlight Setup and click the mouse 2 Highlight Account Administration and click the mouse 3 View your information and settings and click close to hide this information Setup change password 1 In the main tab menu or from anywhere within the application highlight Setup and click the mouse 2 Highlight Change Password and click the mouse 3 Enter your new password in the first box and re enter it into the second box and click apply to change your password Note If you change your SalesNOW password on the Web you must also change your SalesNOW password on the BlackBerry to match otherwise data synchronization will not occur Setup install on BlackBerry To install SalesNOW on your BlackBerry
50. sNOW Web Edition 1 In the main tab menu or within any main tab click the trackwheel 2 Click Synchronize Related Topic Refer to the Options change pull interval section above to learn how to force a scheduled synchronization of changes with the SalesNOW Web Edition Summary This feature provides a summary of the number of records within SalesNOW and free memory on your device 1 In the main tab menu or within any main tab click the trackwheel 2 Click Summary Help 1 In the main tab menu or within any main tab click the trackwheel 2 Click Help P Contacts Add contacts 1 In the Contacts tab click the trackwheel 2 Click New Contact 3 Type the contact s information 4 Click the trackwheel 5 Click Save Add a company to a contact 1 To add a company association to a contact open the contact record and click the magnifying glass 2 Highlight an existing company and click the trackwheel and click Select Company Name Add a new company to a contact 1 To add a new company association to a contact open the contact record and click the beside the company field 2 Enter in the new company information 3 Click the trackwheel 4 Click Save 5 The new company will be added to the contact record Remove a company from a contact 1 To remove a company association from a contact open the contact record and click the X beside the company name
51. sults per list such as Top Deals Current Activities and Current Deals to display the number of days out that defines a Current Deal and the number of days out that defines a Current Activity Drag and drop windows 1 Highlight the Orange Bar at the top of the window that you would like to move and hold the mouse click down 2 Move the mouse to the location of the screen that you d like to move the window to and release the mouse click Hide Show a window 1 To hide the contents of a window highlight the hide at the top right of the window and click the mouse 2 To show the contents of a window highlight the show at the top right of the window and click the mouse Contacts Add contacts 1 In the Contacts tab click New Contact 2 Type the contact information The contact s last name is a mandatory field 3 Click Save amp Close to save this contact and display this contact record or 4 Click Save amp New to save this contact and start entering a new contact record or 5 Click Cancel to not save this contact and return to the contacts list Note To quickly move between fields when entering contact information press the TAB key Add a company to a contact 1 To add a company association to a contact click the magnifying glass 2 Select an existing company or click the to add a new company record Note Within the contact information section of a contact record you can mo
52. tact label 6 If this contact is associated to a company the company will automatically be associated to the email as well If not click the magnifying glass beside the Company label Select an existing company and click Select Company Name 7 For anew company click the beside the Company label 8 Click the magnifying glass beside the Deal label Select an existing deal and click Select Deal Name 9 Click Save Send amp save to SalesNOW After you Compose an Email in the BlackBerry Messages section instead of clicking Send which will simply sends it to the recipients you can click Send amp Save to SalesNOW This allows you to also save it to SalesNOW as discussed in the section above PN 26 Set priority The default priority set on emails is normal To change the priority to High or Low follow these steps 1 In the message click the trackwheel Click Set Priority This will automatically change the email priority to High 2 To change the priority to Low or Normal after setting it to High highlight the priority and click the trackwheel 3 Click Change Option and select the new priority setting IN gt Blackberry Addresses If you have a contact or company in your BlackBerry Address Book you may wish to import it into SalesNOW This procedure will not only add the contact or company into SalesNOW but it will also automatically associate a contact to its respecti
53. the trackwheel 2 Click Associate with Company 3 Select an existing company and click the trackwheel 4 Click Select Company Name Add a deal to an email 1 To add a deal association to an email click the trackwheel 2 Click Associate with Deal 3 Select an existing deal and click the trackwheel 4 Click Select Deal Name Remove a company or deal from an email 1 To remove a company or deal association from an email click the X beside the name eC 25 Forward SalesNOW emails 1 Ina messages list highlight the email that you d like to forward and click the trackwheel 2 Click Forward to SalesNOW 3 Select an existing contact to email and click the trackwheel 4 Click Email Contact Name If this contact is associated to a company the company will automatically be associated to the email as well 5 Type the email subject and body and click the trackwheel 6 Click Send to send the email to the recipients Save to SalesNOW 1 In a messages list highlight the email that you d like to save to SalesNOW and click the trackwheel 2 Click Save to SalesNOW 3 If you have a contact with a matching email address within SalesNOW the contact will be automatically associated to the email If not click the magnifying glass beside the Contact label 4 Select an existing contact and click Select Contact Name 5 For a new contact click the beside the Con
54. tions to a deal 41 Change primary contact for REN 41 Add a company to a deal EE 41 Add additional company associations to a deal ENEE 42 Change primary company for a deal 42 Remove a contact or a company from a deal 42 AANA o LRO EE 42 Delete dals arero imne ea e ee 42 Clone deals ersenrnses n a EAE E E RERE E a 42 Sort deals EE 43 Deals E 43 reeL 43 Deals search advanced DE 43 Navigating ET 43 Add a new contact company email log or an activity to a deal 00 cece ee eeentteeeeeeeeeeeeee 44 View Edit contacts companies emails or activities for dealS ccccccccccsesssststeeeeeeeeeeeeeees 44 Au UE 45 Add emails EE 45 Add a primary contact to EE 45 Add additional contact associations to an email 45 Change primary contact for an ema 45 Add a company to EE 45 ees 5 Add additional company associations to AN email 46 Change primary company for an Gmail een eRseeunek e eegeiekenu e A EEN 46 Add a deal Uy EEN UE 46 Remove a contact company or a deal from an email ccceeceeecceeeeeeneeeeeeeeeeeeseeseeeeeeeeeeeeees 46 View Edit E 46 Delete GmallS eee eee eer ee eee ee ee 47 Sot emails a eee em e Ee ee ee ee Pee rer 47 SH UE 47 Emails search e 47 Emails search EIERE 47 Navigating emails EE 48 View Edit contacts or companies for emails 210 cect este eaten EE EEEeeN 48 EE 49 Add Let 49 Add a primary contact to an EE 49 Add additional contact associations to an acCiivify nne 49 Change
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56. utomatically associate it to that company 1 In the Companies tab highlight the company to which you wish to add a new contact deal email log or activity and click the mouse 2 Click new on the title bar for contacts deals emails or activities depending on what you d like to add 3 Type the new contact deal email log or activity information 4 Click Save amp Close to save your new entry or 5 Click Cancel Related Topic Refer to the Contacts Deals Emails or Activities section of this manual to learn another way to enter a new contact deal email log or activity View Edit contacts deals emails or activities for companies 1 In the Companies tab highlight the company to which you wish to view edit contacts deals emails or activities and click the mouse 2 Click show on the title bar for contacts deals emails or activities depending on what you d like to view edit If the show button has already been pressed you can skip this step 3 Highlight the contact deal email or activity that you wish to view edit and click the mouse 4 Click Edit to modify the information 5 Type any changes 6 Click Save amp Close to save your changes or 7 Click Cancel Related Topic Refer to the Contacts Deals Emails or Activities section of this manual to learn another way to view edit contacts deals emails or activities Re AO Deals Add deals 1 In the Deals tab click New
57. ve company 1 In the BlackBerry Address Book highlight the address you wish to add to SalesNOW and click the trackwheel 2 Click Add to SalesNOW The system will automatically launch the SalesNOW application and create the new contact record Type any additional contact information 3 Click the trackwheel 4 Click Save Related Topic Refer to the Options import all contacts from my BlackBerry section of this manual to learn how to import all of the contacts and companies within your BlackBerry Address Book into SalesNOW IN 2 8 me BlackBerry Sales Ki Name Close Date Biling Solution 6 29 2006 Camera Purchase 6 9 2006 Contact Management 5 15 2006 A Sustem Integration Temperature Sensors 6 8 2006 Tracking Software 5 31 2006 Transfer Control 8 1 2006 SalesNOW Web Edition Main Menu Navigating main tabs The SalesNOW Web Edition has eight main tabs Home Contacts Companies Deals Emails Activities Reports and Calendar When SalesNOW launches it automatically opens the Home tab To move toa different tab follow these steps 1 Position your mouse over the tab name Notice how the mouse pointer changes into a hand Click on the tab 2 Once the tab has been selected notice that the menu bar color changes accordingly Note Clicking the same tab as the currently active tab such as the contacts tab while in a record such as a contact record will refresh the tab and
58. ve directly to the associated company record by clicking the company name Remove a company from a contact 1 To remove a company association from a contact click the X beside the company name View Edit contacts 1 In the Contacts tab highlight the Contact s Name notice a blue underline under the contact name and click the mouse 2 Click Edit 3 View edit the contact information 4 Click Save amp Close to save changes made to the contact or 5 Click Cancel Delete contacts 1 In the Contacts tab highlight the contact and click the X at the far right of the contact listing or 2 Click Delete while viewing the contact record Related Topic See the Recycle Bin section of this manual for information on how to restore a contact record after it has been deleted A 94 Clone contacts Cloning a contact helps save time when entering a new contact record It copies the contact s key information such as company association work address and phone number 1 In the Contacts tab highlight the contact name to clone and click the mouse 2 Click Clone 3 Edit the contact information 4 Click Save amp Close to save changes made to the new contact record or 5 Click Cancel Sort contacts Contacts can be sorted by last name or by company name 1 In the Contacts tab click the Name column heading to sort by last name or 2 Click the Company column heading to sort by company na
59. xt to move between pages of activities Related Topic See the Page Settings section of this manual to learn how to change the number of activities that can be viewed on a single page View Edit contacts or companies for activities 1 In the Activities tab highlight the contact to which you wish to view edit contacts or companies and click the mouse 2 Click show on the title bar for contacts or companies depending on what you d like to view edit If the show button has already been pressed you can skip this step 3 Highlight the contact or company that you wish to view edit and click the mouse 4 Click Edit to modify the information 5 Type any changes 6 Click Save amp Close to save your changes or 7 Click Cancel IN 52 Reports The Reports page provides three reports that you can generate ina Microsoft Excel compatible format The report choices are e activities amp emails by month this is a report of completed activities i e tasks and call logs and sent and received emails by month e sales forecast by month this is a report of both active and closed deals by month e sales history by month this is a report of closed deals by month Generating reports To generate a report complete the report parameters for the report that you would like to run 1 If you d like to run the report based on the data for a specific company highlight the magnifying glass beside the

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