SalesNOW User s Manual

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SalesNOW User s Manual Powered By Docstoc
					                         JANUARY 2008



SalesNOW User’s Manual
                                Table of Contents
SalesNOW BlackBerry Edition .................................................................. 7
Main Menu ................................................................................................... 8
  Navigating main tabs ................................................................................................................ 8
  Contact search.......................................................................................................................... 8
  Contact tree .............................................................................................................................. 8
  Options: change font size ......................................................................................................... 9
  Options: change pull interval .................................................................................................... 9
  Options: prompt for password on start-up ................................................................................ 9
  Options: change password ....................................................................................................... 9
  Options: import all contacts from my blackberry ..................................................................... 10
  Options: refresh all data from the server ................................................................................ 10
  Synchronize! ........................................................................................................................... 10
  Summary ................................................................................................................................ 10
  Help ........................................................................................................................................ 10
Contacts .................................................................................................... 11
  Add contacts ........................................................................................................................... 11
  Add a company to a contact ................................................................................................... 11
  Add a new company to a contact............................................................................................ 11
  Remove a company from a contact ........................................................................................ 11
  View/Edit contacts .................................................................................................................. 11
  Delete contacts ....................................................................................................................... 11
  Copy contacts ......................................................................................................................... 12
  Sort contacts ........................................................................................................................... 12
  Call contacts ........................................................................................................................... 12
  Email contacts ........................................................................................................................ 12
  Get map for contacts .............................................................................................................. 12
  Add a deal or an activity to a contact ...................................................................................... 12
  View/Edit deals, emails or activities for contacts .................................................................... 13
Companies ................................................................................................ 14
  Add companies ....................................................................................................................... 14
  View/Edit companies .............................................................................................................. 14
  Delete companies ................................................................................................................... 14
  Sort companies ....................................................................................................................... 14
  Get Map for companies .......................................................................................................... 14
  Add a deal or an activity to a company ................................................................................... 14
  View/Edit contacts, deals, emails or activities for companies ................................................. 15
  Search for companies ............................................................................................................. 15


                                                                                                                                             2
Deals .......................................................................................................... 16
   Add deals ................................................................................................................................ 16
   Add a contact to a deal ........................................................................................................... 16
   Add a new contact to a deal ................................................................................................... 16
   Add a company to a deal ........................................................................................................ 16
   Add a new company to a deal ................................................................................................ 17
   Remove a contact or company from a deal ............................................................................ 17
   View/Edit deals ....................................................................................................................... 17
   Delete deals ............................................................................................................................ 17
   Sort deals................................................................................................................................ 17
   Call the deal’s primary contact................................................................................................ 17
   Email the deal’s primary contact ............................................................................................. 18
   Add an activity to a deal.......................................................................................................... 18
   View/Edit emails or activities for deals .................................................................................... 18
   View/Edit contact or company roles for deals ......................................................................... 18
Activities ................................................................................................... 19
   Add activities........................................................................................................................... 19
   Add a contact to an activity ..................................................................................................... 19
   Add a company to an activity .................................................................................................. 19
   Add a new company to an activity .......................................................................................... 19
   Add a deal to an activity.......................................................................................................... 20
   Add a new deal to an activity .................................................................................................. 20
   Remove a contact, company or deal from an activity ............................................................. 20
   View/Edit activities .................................................................................................................. 20
   Delete activities....................................................................................................................... 20
   Sort activities .......................................................................................................................... 20
   View/Edit contact or company roles for activities.................................................................... 20
Emails ........................................................................................................ 21
   Send emails ............................................................................................................................ 21
   Add multiple contacts to an email ........................................................................................... 21
   Add a company to an email .................................................................................................... 21
   Add a deal to an email ............................................................................................................ 21
   Remove a contact, company or deal from an email ............................................................... 21
   View/Edit emails ..................................................................................................................... 22
   Set priority............................................................................................................................... 22
   Sort emails .............................................................................................................................. 22
   Delete emails .......................................................................................................................... 22
Recent Items ............................................................................................. 23
   Add recent items ..................................................................................................................... 23
   View/Edit recent items ............................................................................................................ 23
   Delete recent items ................................................................................................................. 23
   Sort recent items..................................................................................................................... 23

                                                                                                                                            3
  Call contacts ........................................................................................................................... 23
  Email contacts ........................................................................................................................ 23
Reports ...................................................................................................... 24
  View/Update reports ............................................................................................................... 24
Blackberry Emails .................................................................................... 25
  Compose SalesNOW emails .................................................................................................. 25
  Add multiple contacts to a message ....................................................................................... 25
  Add a company to an email .................................................................................................... 25
  Add a deal to an email ............................................................................................................ 25
  Remove a company or deal from an email ............................................................................. 25
  Forward SalesNOW emails .................................................................................................... 26
  Save to SalesNOW ................................................................................................................. 26
  Send & save to SalesNOW..................................................................................................... 26
  Set priority............................................................................................................................... 27
Blackberry Addresses ............................................................................. 28

SalesNOW Web Edition ........................................................................... 29
Main Menu ................................................................................................. 30
  Navigating main tabs .............................................................................................................. 30
  Quick tools: quick search ........................................................................................................ 30
  Quick tools: quick create......................................................................................................... 30
  Recent items ........................................................................................................................... 31
  Recycle bin ............................................................................................................................. 31
  Page settings .......................................................................................................................... 31
  Setup: my account .................................................................................................................. 32
  Setup: change password ........................................................................................................ 32
  Setup: install on BlackBerry .................................................................................................... 32
Home ......................................................................................................... 33
  Drag and drop windows .......................................................................................................... 33
  Hide/Show a window .............................................................................................................. 33
Contacts .................................................................................................... 34
  Add contacts ........................................................................................................................... 34
  Add a company to a contact ................................................................................................... 34
  Remove a company from a contact ........................................................................................ 34
  View/Edit contacts .................................................................................................................. 34
  Delete contacts ....................................................................................................................... 34
  Clone contacts ........................................................................................................................ 35
  Sort contacts ........................................................................................................................... 35
  Contacts filter .......................................................................................................................... 35
  Contacts search – basic ......................................................................................................... 35
  Contacts search – advanced .................................................................................................. 35

                                                                                                                                           4
   Navigating contacts list ........................................................................................................... 36
   Get map for contacts .............................................................................................................. 36
   Add a new deal, email log or an activity to a contact .............................................................. 36
   View/Edit deals, emails or activities for contacts .................................................................... 36
Companies ................................................................................................ 38
   Add companies ....................................................................................................................... 38
   View/Edit companies .............................................................................................................. 38
   Delete companies ................................................................................................................... 38
   Clone companies .................................................................................................................... 38
   Sort companies ....................................................................................................................... 39
   Companies filter ...................................................................................................................... 39
   Companies search - basic ...................................................................................................... 39
   Companies search - advanced ............................................................................................... 39
   Navigating companies list ....................................................................................................... 39
   Get map for companies .......................................................................................................... 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
Deals .......................................................................................................... 41
   Add deals ................................................................................................................................ 41
   Add a primary contact to a deal .............................................................................................. 41
   Add additional contact associations to a deal ......................................................................... 41
   Change primary contact for a deal .......................................................................................... 41
   Add a company to a deal ........................................................................................................ 41
   Add additional company associations to a deal ...................................................................... 42
   Change primary company for a deal....................................................................................... 42
   Remove a contact or a company from a deal ......................................................................... 42
   View/Edit deals ....................................................................................................................... 42
   Delete deals ............................................................................................................................ 42
   Clone deals ............................................................................................................................. 42
   Sort deals................................................................................................................................ 43
   Deals filter ............................................................................................................................... 43
   Deals search - basic ............................................................................................................... 43
   Deals search - advanced ........................................................................................................ 43
   Navigating deals list ................................................................................................................ 43
   Add a new contact, company, email log or an activity to a deal ............................................. 44
   View/Edit contacts, companies, emails or activities for deals ................................................. 44
Emails ........................................................................................................ 45
   Add emails .............................................................................................................................. 45
   Add a primary contact to an email .......................................................................................... 45
   Add additional contact associations to an email ..................................................................... 45
   Change primary contact for an email ...................................................................................... 45
   Add a company to an email .................................................................................................... 45


                                                                                                                                             5
  Add additional company associations to an email .................................................................. 46
  Change primary company for an email ................................................................................... 46
  Add a deal to an email ............................................................................................................ 46
  Remove a contact, company or a deal from an email ............................................................ 46
  View/Edit emails ..................................................................................................................... 46
  Delete emails .......................................................................................................................... 47
  Sort emails .............................................................................................................................. 47
  Emails filter ............................................................................................................................. 47
  Emails search - basic.............................................................................................................. 47
  Emails search - advanced ...................................................................................................... 47
  Navigating emails list .............................................................................................................. 48
  View/Edit contacts or companies for emails ........................................................................... 48
Activities ................................................................................................... 49
  Add activities........................................................................................................................... 49
  Add a primary contact to an activity ........................................................................................ 49
  Add additional contact associations to an activity ................................................................... 49
  Change primary contact for an activity ................................................................................... 49
  Add a company to an activity .................................................................................................. 50
  Add additional company associations to an activity ................................................................ 50
  Change primary company for an activity ................................................................................ 50
  Add a deal to an activity.......................................................................................................... 50
  Remove a contact, company or deal from an activity ............................................................. 50
  View/Edit activities .................................................................................................................. 50
  Delete activities....................................................................................................................... 51
  Clone activities........................................................................................................................ 51
  Sort activities .......................................................................................................................... 51
  Activities filter .......................................................................................................................... 51
  Activities search - basic .......................................................................................................... 51
  Activities search - advanced ................................................................................................... 52
  Navigating activities list........................................................................................................... 52
  View/Edit contacts or companies for activities ........................................................................ 52
Reports ...................................................................................................... 53
  Generating reports .................................................................................................................. 53
Calendar .................................................................................................... 54
  Filtering activities .................................................................................................................... 54
  Calendar navigation ................................................................................................................ 54
  Opening activities ................................................................................................................... 55

Frequently Asked Questions ................................................................... 56



                                                                                                                                            6
SalesNOW BlackBerry Edition




SalesNOW BlackBerry Edition

                              7
Main Menu
Navigating main tabs                       5. Highlight the Search button.
The SalesNOW BlackBerry Edition has        6. Click the trackwheel.
seven main tabs: Contacts;
Companies; Deals; Emails; Activities;
Reports and Recent Items. When
                                           Contact tree
SalesNOW launches, it automatically        The contact tree provides a complete
opens the Contacts tab. To move to a       view of your contacts. The first level is
different tab, follow these steps:         the company, next is the contacts within
1. In the Contacts tab, click the ESC      the company and finally any deals,
key. This will bring you to the main tab   emails or activities associated with the
menu.                                      contact.

2. Roll the trackwheel to move to a        1. In the main tab menu or within any
different main tab.                        main tab, click the trackwheel.

3. Click the trackwheel.                   2. Click Contact Tree.

4. Click Open.                             3. Highlight the Company you wish to
                                           expand and click the trackwheel.
Note:                                      4. Click Expand.
Clicking ESC from within any main tab
                                           5. Highlight the Contact you wish to
will bring you to the main tab menu.
                                           open or expand.
                                           6. Click Open to open the contact
Contact search                             record, or
1. In the main tab menu or within any      7. Click Expand to view any deals,
main tab, click the trackwheel.            emails or activities associated with the
2. Click Contact Search.                   contact.
3. Enter the contact’s Last Name, First    8. Highlight any deals, emails or
Name or Company Name.                      activities you wish to view and click the
                                           trackwheel.
4. Highlight the appropriate search
criteria and click the trackwheel to       9. Click Open to open the deal, email or
select.                                    activity that you wish to view/edit.
Options: change font size                     7. Click the trackwheel.

1. In the main tab menu or within any         Related Topic
main tab, click the trackwheel.               Refer to the Synchronize! section below
2. Click Options.                             to learn how to force a one-time
                                              synchronization with the SalesNOW
3. Highlight the font size and click the      Web Edition.
trackwheel to Change Option.
4. Roll the trackwheel up or down to
move to change the font size.
                                              Options: prompt for
5. Click the trackwheel.
                                              password on start-up
                                              To increase security for your SalesNOW
6. Highlight the Save button.
                                              data, you may wish to require the
7. Click the trackwheel.                      system to prompt for a password on
                                              start-up.
Options: change pull                          1. In the main tab menu or within any
                                              main tab, click the trackwheel.
interval
                                              2. Click Options.
Changes made within the SalesNOW
BlackBerry Edition are automatically          3. Highlight the prompt for password
pushed to the SalesNOW Web Edition.           and click the trackwheel to Change
However, changes made within the              Option.
SalesNOW Web Edition are pulled down          4. Highlight the Save button.
to the SalesNOW BlackBerry Edition at
a timed interval. By default, this interval   5. Click the trackwheel.
is set at Never. To change this setting,
follow these steps:                           Options: change password
1. In the main tab menu or within any
                                              1. In the main tab menu or within any
main tab, click the trackwheel.
                                              main tab, click the trackwheel.
2. Click Options.
                                              2. Click Options.
3. Highlight the change pull interval and
                                              3. Type the New Password and type it
click the trackwheel to Change Option.
                                              again.
4. Roll the trackwheel up or down to
                                              4. Highlight the Change button.
move to change the pull interval.
                                              5. Click the trackwheel.
5. Click the trackwheel.
6. Highlight the Save button.

                                                                                      9
                                         2. Click Options.
Note:
                                         3. Roll the trackwheel down to highlight
If you change your SalesNOW
password on the BlackBerry, you must     the Refresh button.
also change your SalesNOW password       4. Click the trackwheel.
on the Web to match; otherwise data
synchronization will not occur.
                                         Synchronize!
                                         This feature forces a one-time
Options: import all contacts             synchronization of any changes in the
from my blackberry                       SalesNOW Web Edition.
You may wish to import all of your       1. In the main tab menu or within any
contacts from your BlackBerry Address    main tab, click the trackwheel.
Book into SalesNOW. This procedure
                                         2. Click Synchronize!.
will not only add the contacts into
SalesNOW, but it will also add the       Related Topic
companies as well.
                                         Refer to the Options: change pull
1. In the main tab menu or within any    interval section above to learn how to
main tab, click the trackwheel.          force a scheduled synchronization of
2. Click Options.                        changes with the SalesNOW Web
                                         Edition.
3. Roll the trackwheel down to the
“Import all contacts from my BB area”.
4. Highlight the Import button.          Summary
5. Click the trackwheel.                 This feature provides a summary of the
                                         number of records within SalesNOW
                                         and free memory on your device.
Options: refresh all data
                                         1. In the main tab menu or within any
from the server                          main tab, click the trackwheel.
There may be a situation when you        2. Click Summary.
would want to pull ALL the data down
from your SalesNOW Web Edition, for
example if you were to upgrade to a      Help
new BlackBerry device.
                                         1. In the main tab menu or within any
1. In the main tab menu or within any    main tab, click the trackwheel.
main tab, click the trackwheel.
                                         2. Click Help.


                                                                                 10
Contacts
Add contacts                            5. The new company will be added to
                                        the contact record.
1. In the Contacts tab, click the
trackwheel.
2. Click New Contact.
                                        Remove a company from a
3. Type the contact’s information.
                                        contact
                                        1. To remove a company association
4. Click the trackwheel.
                                        from a contact, open the contact record
5. Click Save.                          and click the X beside the company
                                        name.

Add a company to a contact
1. To add a company association to a
                                        View/Edit contacts
contact, open the contact record and    1. In the Contacts tab, highlight the
click the magnifying glass.             contact and click the trackwheel.
2. Highlight an existing company and    2. Click Open.
click the trackwheel and click Select
                                        3. View/edit the contact information.
“Company Name”.
                                        4. Click the trackwheel.
                                        5. Click Save.
Add a new company to a
contact                                 Note:
                                        To quickly find a contact, simply start
1. To add a new company association
                                        typing their name and contacts will be
to a contact, open the contact record
                                        filtered accordingly.
and click the + beside the company
field.
2. Enter in the new company             Delete contacts
information.
                                        1. In the Contacts tab, highlight the
3. Click the trackwheel.                contact and click the trackwheel.
4. Click Save.                          2. Click Delete “Contact Name”.
                                        3. Confirm by clicking Delete.


                                                                                  11
Copy contacts                               3. If asked, click Yes to allow
                                            SalesNOW to initiate the phone call.
Copying a contact helps save time when
entering a new contact. It copies some
of the contact’s key information, such as   Email contacts
company association, work address and       1. In the Contacts tab, highlight the
phone number.                               contact and click the trackwheel.
1. In the Contacts tab, highlight the       2. Click Email “Contact Name”.
contact to copy and click the trackwheel.
                                            3. Type the email subject and body and
2. Click Copy This Contact.                 click the trackwheel.
3. Type the contact information.            4. Click Send.
4. Click the trackwheel.
5. Click Save.                              Get map for contacts
                                            1. In the Contacts tab, highlight the
Sort contacts                               contact and click the trackwheel.
Contacts can be sorted in a number of       2. Click Get Map.
ways, including by first name, last name,
company name and city name.                 Note:
                                            The mapping feature is utilizing Google
1. In the Contacts tab, click the           Maps. Please ensure that the name
trackwheel.                                 entered in the State/Province field is the
2. Click Sort by Last, for example.         full name or the official 2-character
                                            state/province code.
Note:
The first sort performed will be in
ascending order and the second will be      Add a deal or an activity to
in descending order. The sort order will    a contact
be automatically saved for the next time
you view the contact list.                  1. In the Contacts tab, highlight the
                                            contact and click the trackwheel.
                                            2. Click your choice of New Deal or
Call contacts                               New Activity to create a new deal or
1. In the Contacts tab, highlight the       activity associated with the contact.
contact and click the trackwheel.
                                            3. Type the new deal or activity
2. Click Call “Contact Name”.               information.


                                                                                    12
4. Click the trackwheel.                   2. Click your choice of Deals, Emails
5. Click Save.                             or Activities to view/edit items
                                           associated with the contact.
Related Topic                              3. Highlight the item you wish to
Refer to the Deals or Activities section   view/edit and click the trackwheel.
of this manual to learn another way to     4. Click Open to open the deal, email or
enter a new deal or a new activity.        activity that you wish to view/edit.

                                           Note:
View/Edit deals, emails or                 Another way to view/edit deals, emails
activities for contacts                    or activities for contacts is to open the
1. In the Contacts tab, highlight the      contact record and click the appropriate
contact and click the trackwheel.          deals, emails or activities sub-tab.




                                                                                   13
Companies
Add companies                             Sort companies
1. In the Companies tab, click the        Companies can be sorted by Name or
trackwheel.                               by City.
2. Click New Company.                     1. In the Companies tab, click the
3. Type the company’s general             trackwheel.
information.                              2. Click Sort by City, for example.
4. Click the trackwheel.
                                          Note:
5. Click Save.                            The first sort performed will be in
                                          ascending order and the second will be
                                          in descending order. The sort order will
View/Edit companies                       be automatically saved for the next time
1. In the Companies tab, highlight the    you view the company list.
company and click the trackwheel.
2. Click Open.                            Get Map for companies
3. View/edit the company information.     1. In the Companies tab, highlight the
4. Click the trackwheel.                  company and click the trackwheel.
5. Click Save.                            2. Click Get Map.

Note:                                     Note:
To quickly find a company, simply start   The mapping feature is utilizing Google
typing the company name and the           Maps. Please ensure that the name
companies will be filtered accordingly.   entered in the State/Province field is the
                                          full name or the official 2-character
                                          state/province code.
Delete companies
1. In the Companies tab, highlight the    Add a deal or an activity to
company and click the trackwheel.
                                          a company
2. Click Delete “Company Name”.
                                          1. In the Companies tab, highlight the
3. Confirm by clicking Delete.            company and click the trackwheel.

                                                                                 14
2. Click your choice of New Deal or        3. Highlight the item you wish to
New Activity to create a new deal or       view/edit and click the trackwheel.
activity associated with the company.      4. Click Open to open the deal, email or
3. Type the new deal or activity           activity that you wish to view/edit.
information.
                                           Note:
4. Click the trackwheel.
                                           Another way to view/edit contacts,
5. Click Save.                             deals, emails or activities for companies
                                           is to open the company record and click
Related Topic                              the appropriate contacts, deals, emails
Refer to the Deals or Activities section   or activities sub-tab.
of this manual to learn another way to
enter a new deal or a new activity.
                                           Search for companies
View/Edit contacts, deals,                 1. In the Companies tab, or on any
                                           main tab, click the trackwheel.
emails or activities for
                                           2. Click Contact Search.
companies
                                           3. Enter the company name.
1. In the Companies tab, highlight the
company and click the trackwheel.          4. Highlight Search and click the
                                           trackwheel.
2. Click your choice of Contacts,
Deals, Emails or Activities to view/edit
items associated with the company.




                                                                                 15
Deals
Add deals                                  Add a new contact to a deal
1. In the Deals tab, click the             1. To add a new contact association to
trackwheel.                                a contact, open the deal record and click
2. Click New Deal.                         the + beside the Contact field.
                                           2. Enter in the new contact information.
3. Type the deal information.
                                           3. Click the trackwheel.
4. Click the General tab to enter the
deal’s general information.                4. Click Save.
5. Click the trackwheel.                   5. The new contact will be added to the
                                           deal record.
6. Click Save.


Add a contact to a deal                    Add a company to a deal
                                           1. To add a primary company
1. To add a primary contact association
                                           association to a deal, click the
to a deal, click the magnifying glass
                                           magnifying glass within the deal.
within the deal.
                                           2. Select an existing company and click
2. Select an existing contact and click
Select “Contact Name”. If this contact     Select “Company Name”.
is associated to a company, the
                                           Note:
company will automatically be
associated to the deal as well.            To add additional company associations
                                           to a deal, open the deal record and
Note:                                      scroll to the Companies sub-tab. Click
                                           the trackwheel and click New Company
To add additional contact associations
                                           Role.
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.




                                                                                 16
Add a new company to a                        Delete deals
deal                                          1. In the Deals tab, highlight the deal
1. To add a new company association           and click the trackwheel.
to a contact, open the deal record and        2. Click Delete “Deal Name”.
click the + beside the Company field.
                                              3. Confirm by clicking Delete.
2. Enter in the new company
information.
3. Click the trackwheel.                      Sort deals
4. Click Save.                                Deals can be sorted in a number of
                                              ways, including by deal name, company
5. The new company will be added to           name, call back date, anticipated close
the deal record.                              date and estimated value.
                                              1. In the Deals tab, click the
Remove a contact or                           trackwheel.
company from a deal                           2. Click Sort by Call Back, for
                                              example.
1. To remove a primary contact or
company association from a deal, click        Note:
the X beside the name.                        The first sort performed will be in
                                              ascending order and the second will be
                                              in descending order. The sort order will
View/Edit deals                               be automatically saved for the next time
1. In the Deals tab, highlight the deal       you view the deal list.
and click the trackwheel.
2. Click Open.                                Call the deal’s primary
3. View/edit the deal information.            contact
4. Click the trackwheel.                      1. In the Deals tab, highlight the deal
5. Click Save.                                and click the trackwheel.
                                              2. Click Call “Contact Name”.
Note:
To quickly find a deal, simply start typing   3. If prompted, click Yes to allow
the name and deals will be filtered           SalesNOW to initiate the phone call.
accordingly.



                                                                                        17
Email the deal’s primary                   View/Edit emails or
contact                                    activities for deals
1. In the Deals tab, highlight the deal    1. In the Deals tab, highlight the deal
and click the trackwheel.                  and click the trackwheel.
2. Click Email “Contact Name”.             2. Click your choice of Emails or
                                           Activities to view/edit items associated
3. Type the email subject and body and
                                           with the deal.
click the trackwheel.
                                           3. Highlight the item you wish to
4. Click Send.
                                           view/edit and click the trackwheel.
Note:                                      4. Click Open to open the email or
Emails sent in this way will be            activity that you wish to view/edit.
automatically associated to the deal and
can be viewed from the Emails sub-tab      Note:
within the deal.                           Another way to view/edit emails or
                                           activities for deals is to open the deal
                                           record and click the emails or activities
Add an activity to a deal                  sub-tab.
1. In the Deals tab, highlight the deal
and click the trackwheel.
                                           View/Edit contact or
2. Click New Activity to create a new      company roles for deals
activity associated with the deal.
                                           1. In the Deals tab, highlight the deal
3. Type the activity information.
                                           and click the trackwheel.
4. Click the trackwheel.
                                           2. Click Open to open the deal.
5. Click Save.
                                           3. Click the Contacts or Companies
Related Topic                              sub-tab.
Refer to the Activities section of this    4. Highlight the contact or company role
manual to learn another way to enter a     you wish to view/edit and click the
new activity to a deal.                    trackwheel.
                                           5. Select Edit, New or Delete option for
                                           contact or company roles.




                                                                                     18
Activities
Add activities                               Add a company to an
1. In the Activities tab, click the          activity
trackwheel.                                  1. To add a primary company
2. Click New Activity.                       association to an activity, click the
                                             magnifying glass within the Activity.
3. Type the activity information.
                                             2. Select an existing company and click
4. Click the trackwheel.
                                             the trackwheel for Select “Company
5. Click Save.                               Name”.

                                             Note:
Add a contact to an activity                 To add additional company associations
                                             to an activity, open the activity record
1. To add a primary contact association
                                             and scroll to the Companies sub-tab
to an activity, click the magnifying glass
                                             and click the trackwheel to active. Click
within the Activity.
                                             the trackwheel and click New Company
2. Select an existing contact or click the   Role.
trackwheel and click New Contact. If
this contact is associated to a company,
the company will automatically be            Add a new company to an
associated to the activity as well.
                                             activity
Note:                                        To add a new company association to
To add additional contact associations       an activity, open the activity record and
to an activity, open the activity record     click the + beside the Company field.
and scroll to the Contacts sub-tab and       1. Enter in the new company
click the trackwheel to active. Click the    information.
trackwheel and click New Contact
Role.                                        2. Click the trackwheel.
                                             3. Click Save.
                                             4. The new company will be added to
                                             the activity record.




                                                                                     19
Add a deal to an activity                     Delete activities
1. To add a deal association to an            1. In the Activities tab, highlight the
activity, click the magnifying glass within   activity and click the trackwheel.
the activity.                                 2. Click Delete “Activity Name”.
2. Select an existing deal and click the      3. Confirm by clicking Delete.
trackwheel for Select “Deal Name”.


Add a new deal to an                          Sort activities
activity                                      Activities can be sorted by subject or
                                              date.
1. To add a new deal association to an
                                              1. In the Activities tab, click the
activity, open the activity record and
                                              trackwheel.
click the + beside the Deal field.
                                              2. Click Sort by Subject, for example.
2. Enter in the new deal information.
3. Click the trackwheel.                      Note:
4. Click Save.                                The first sort performed will be in
                                              ascending order and the second will be
                                              in descending order.
Remove a contact,
company or deal from an                       View/Edit contact or
activity                                      company roles for activities
1. To remove a contact, company or            1. In the Activities tab, highlight the
deal association from an activity, click      activity and click the trackwheel.
the X beside the name.
                                              2. Click Open to open the activity.
                                              3. Click the Contacts or Companies
View/Edit activities                          sub-tab.
1. In the Activities tab, highlight the       4. Highlight the contact or company role
activity and click the trackwheel.            you wish to view/edit and click the
2. Click Open.                                trackwheel.
3. View/edit the activity information.        5. Select Edit, New or Delete option for
                                              contact or company roles.
4. Click the trackwheel and Save


                                                                                        20
Emails
Send emails                                 Add a company to an email
1. In the Emails tab, click the             1. To add a primary company
trackwheel.                                 association to an email, click the
                                            magnifying glass. Select an existing
2. Click Compose Email.
                                            company.
3. Click Email “Contact Name”. If this
                                            2. Click Select “Company Name”.
contact is associated to a company, the
company will automatically be
                                            Note:
associated to the email as well.
                                            Once the email has been sent, to add
4. Type the email subject and body and      additional company associations to an
click the trackwheel.                       email, open the email record within
5. Click Send to send the email to the      SalesNOW and click the Companies
recipients.                                 sub-tab. Click the trackwheel and click
                                            New Company Role.
Related topic
Refer to the Contacts or Deals section
of this manual to learn how to email        Add a deal to an email
from a contact or a deal. Also, refer to    1. To add a deal association to an
the BlackBerry Emails section of this       email, in the message click the
manual to learn how to send a               trackwheel. Click Associate with Deal.
SalesNOW email from the BlackBerry          Select an existing deal.
email application.
                                            2. Click Select “Deal Name”.

Add multiple contacts to an
                                            Remove a contact,
email
                                            company or deal from an
To add multiple contacts to an email, in
the message click the trackwheel. To
                                            email
add an additional To recipient, click Add   1. To remove a contact, company or
SalesNOW To:. To add a carbon copy          deal association from an email, click the
(CC) recipient or a blind carbon copy       X beside the name.
(BCC) recipient, click Add SalesNOW
Cc: or Add SalesNOW Bcc:.


                                                                                   21
View/Edit emails                            2. To change the priority to Low or
                                            Normal after setting it to High, highlight
1. In the Emails tab, highlight the email   the priority and click the trackwheel.
and click the trackwheel.
                                            3. Click Change Option and select the
2. Click Open.                              new priority setting.
3. View/edit the email log.
4. Click the trackwheel.                    Sort emails
5. Click Save.                              Emails can be sorted by subject or by
                                            date.
Note:
Emails that were sent by you will be        1. In the Emails tab, click the
represented by a check mark and             trackwheel.
emails that were received by you will be    2. Click Sort by Subject, for example.
represented by an envelope.
                                            Note:
Related topic                               The first sort performed will be in
Refer to the Contacts, Companies or         ascending order and the second will be
Deals section of this manual to learn       in descending order.
how to view/edit emails from a contact,
company or a deal.
                                            Delete emails
Set priority                                1. In the Emails tab, highlight the email
                                            and click the trackwheel.
The default priority set on emails is
normal. To change the priority to High      2. Click Delete “Email Subject”.
or Low, follow these steps:                 3. Confirm by clicking Delete.
1. In the message click the trackwheel.
Click Set Priority. This will
automatically change the email priority
to High.




                                                                                    22
Recent Items
Add recent items                          1. In the Recent Items tab, click the
Recent items are automatically stored     trackwheel.
for quick reference when a record (such   2. Click Sort by Name.
as a contact, company, deal, email or
activity) is viewed or edited.            Note:
                                          The first sort performed will be in
                                          ascending order and the second will be
View/Edit recent items                    in descending order. The sort order will
1. In the Recent Items tab, highlight     be automatically saved for the next time
the item and click the trackwheel.        you view the contact list.

2. Click Open.
3. View/edit the item.                    Call contacts
4. Click the trackwheel.                  1. In the Recent Items tab, highlight an
                                          item that is associated with a contact
5. Click Save.                            and click the trackwheel.
                                          2. Click Call “Contact Name”.
Delete recent items                       3. Click Yes to allow SalesNOW to
1. In the Recent Items tab, highlight     initiate the phone call.
the item and click the trackwheel.
2. Click Delete “Item Name”.              Email contacts
3. Confirm by clicking Delete.            1. In the Recent Items tab, highlight an
                                          item that is associated with a contact
                                          and click the trackwheel.
Sort recent items
                                          2. Click Email “Contact Name”.
Recent items are automatically sorted
by most recent. They can also be          3. Type the email subject and body and
sorted by item name.                      click the trackwheel.
                                          4. Click Send.




                                                                                  23
Reports
View/Update reports                        4. Click the trackwheel if you have
                                           viewed the report before but wish to
1. n the Reports tab, highlight the
                                           update it.
report you wish to view/update and click
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.




                                                                                   24
Blackberry Emails
Note:                                       SalesNOW To:. To add a carbon copy
SalesNOW emails can be sent directly        (CC) recipient or a blind carbon copy
from within the SalesNOW application.       (BCC) recipient, click Add SalesNOW
However, this section outlines how          Cc: or Add SalesNOW Bcc:.
emails can be sent or received within
the BlackBerry Messages environment
and automatically saved for future          Add a company to an email
reference in the Emails tab within          1. To add a primary company
SalesNOW.                                   association to an email, click the
                                            trackwheel.
Compose SalesNOW emails                     2. Click Associate with Company.
1. In a BlackBerry messages list, click     3. Select an existing company and click
the trackwheel.                             the trackwheel.
2. Click Compose SalesNOW Email.            4. Click Select “Company Name”.
3. Select an existing contact to email
and click the trackwheel.                   Add a deal to an email
4. Click Email “Contact Name”. If this      1. To add a deal association to an
contact is associated to a company, the     email, click the trackwheel.
company will automatically be
associated to the email as well.            2. Click Associate with Deal.
5. Type the email subject and body and      3. Select an existing deal and click the
click the trackwheel.                       trackwheel.
6. Click Send to send the email to the      4. Click Select “Deal Name”.
recipients.

                                            Remove a company or deal
Add multiple contacts to a                  from an email
message                                     1. To remove a company or deal
To add multiple contacts to a message,      association from an email, click the X
in the message click the trackwheel. To     beside the name.
add an additional To recipient, click Add

                                                                                     25
Forward SalesNOW emails                      6. If this contact is associated to a
                                             company, the company will
1. In a messages list, highlight the         automatically be associated to the email
email that you’d like to forward and click   as well. If not, click the magnifying
the trackwheel.                              glass beside the Company label. Select
2. Click Forward to SalesNOW.                an existing company and click Select
                                             “Company Name”.
3. Select an existing contact to email
and click the trackwheel.                    7. For a new company, click the +
                                             beside the Company label.
4. Click Email “Contact Name”. If this
contact is associated to a company, the      8. Click the magnifying glass beside the
company will automatically be                Deal label. Select an existing deal and
associated to the email as well.             click Select “Deal Name”.
5. Type the email subject and body and       9. Click Save.
click the trackwheel.
6. Click Send to send the email to the       Send & save to SalesNOW
recipients.
                                             After you Compose an Email in the
                                             BlackBerry Messages section, instead
Save to SalesNOW                             of clicking Send – which will simply
                                             sends it to the recipients – you can click
1. In a messages list, highlight the         Send & Save to SalesNOW. This allows
email that you’d like to save to             you to also save it to SalesNOW, as
SalesNOW and click the trackwheel.           discussed in the section above.
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 Contact label.




                                                                                    26
Set priority                              2. To change the priority to Low or
                                          Normal after setting it to High, highlight
The default priority set on emails is     the priority and click the trackwheel.
normal. To change the priority to High
or Low, follow these steps:               3. Click Change Option and select the
                                          new priority setting.
1. In the message click the trackwheel.
Click Set Priority. This will
automatically change the email priority
to High.




                                                                                  27
Blackberry Addresses
If you have a contact or company in         3. Click the trackwheel.
your BlackBerry Address Book, you may       4. Click Save.
wish to import it into SalesNOW. This
procedure will not only add the contact     Related Topic
or company into SalesNOW, but it will
                                            Refer to the “Options: import all contacts
also automatically associate a contact to
                                            from my BlackBerry” section of this
its respective company.
                                            manual to learn how to import all of the
1. In the BlackBerry Address Book,          contacts and companies within your
highlight the address you wish to add to    BlackBerry Address Book into
SalesNOW and click the trackwheel.          SalesNOW.
2. Click Add to SalesNOW. The
system will automatically launch the
SalesNOW application and create the
new contact record. Type any additional
contact information.




                                                                                   28
   SalesNOW Web Edition




SalesNOW Web Edition

                          29
Main Menu
Navigating main tabs                          Quick tools: quick search
The SalesNOW Web Edition has eight            1. In the main tab menu or from
main tabs: Home; Contacts;                    anywhere within the application,
Companies; Deals; Emails; Activities;         highlight Quick Tools and click the
Reports and Calendar. When                    mouse.
SalesNOW launches, it automatically           2. Enter the first few characters or the
opens the Home tab. To move to a              contact name, company name, deal
different tab, follow these steps:            name, email subject or activity subject in
1. Position your mouse over the tab           the box below Quick Search.
name. Notice how the mouse pointer
                                              3. Highlight search and click the
changes into a hand. Click on the tab.        mouse.
2. Once the tab has been selected,            4. To hide Quick Tools, highlight Quick
notice that the menu bar color changes
                                              Tools and click the mouse.
accordingly.
                                              Note:
Note:
                                              You can move directly to a record in the
Clicking the same tab as the currently        search results by highlighting the record
active tab (such as the contacts tab)         and clicking the mouse.
while in a record (such as a contact
record) will refresh the tab and display
the item list (such as the contacts list).
                                              Quick tools: quick create
Related Topic                                 1. In the main tab menu or from
If you wish to return to the last page that   anywhere within the application,
you visited in SalesNOW, click the Back       highlight Quick Tools and click the
button on your Internet browser toolbar.      mouse.
Similarly, to return to the original page,    2. Highlight the down arrow in the drop
click the Forward button on your              down box below Quick Create and click
Internet browser toolbar.                     the mouse.
                                              3. Highlight the type of record that you
                                              would like to create (contact, company,
                                              deal or an activity) and click the mouse.



                                                                                     30
4. To hide Quick Tools, highlight Quick      2. Highlight the item you wish to
Tools and click the mouse.                   view/restore and click the mouse.
                                             3. View the record and click restore to
Related Topic
                                             bring the record back into SalesNOW or
Refer to the Contacts, Companies,            click close to hide the record and leave
Deals or Activities sections below to        it for future discard.
learn how to add a new contact,
                                             4. To hide the Recycle Bin, highlight
company, deal or activity record.
                                             Recycle Bin and click the mouse.

                                             Note:
Recent items
                                             Items in the Recycle Bin are only stored
Recent items are automatically stored        for 24 hours.
for quick reference when a record (such
as a contact, company, deal, email or
activity) is viewed or edited.               Page settings
1. In the main tab menu or from              This feature allows you to set the page
anywhere within the application,             settings for each of the main tabs within
highlight Recent Items and click the         the application.
mouse.
                                             •   In the Home tab, Page Settings lets
2. Highlight the item you wish to
                                                 you set: the maximum number of
view/edit and click the mouse.
                                                 results per list (such as Top Deals,
3. To hide Recent Items, highlight               Current Activities and Current Deals)
Recent Items and click the mouse.                to display; the number of days out
                                                 that defines a Current Deal and the
                                                 number of days of that defines a
Recycle bin                                      Current Activity.
The Recycle Bin automatically stores         •   In the Contacts, Companies,
copies of deleted items when a record            Deals, Emails and Activities tabs,
(such as a contact, company, deal,               Page Settings lets you set the
email or activity record) is deleted. If a       maximum number of results to
record was mistakenly deleted, it may            display at one time (i.e. without
be restored by following these steps:            having to move to the next page).
1. In the main tab menu or from
anywhere within the application,
highlight Recycle Bin and click the
mouse.


                                                                                     31
1. In the main tab menu or from             2. Highlight Change Password and
anywhere within the application (except     click the mouse.
from within the Reports menu), highlight
                                            3. Enter your new password in the first
Page Settings and click the mouse.          box and re-enter it into the second box
2. Highlight the down arrow besides the     and click apply to change your
setting that you’d like to change and       password.
click the mouse.
                                            Note:
3. Highlight your new setting and click
the mouse.                                  If you change your SalesNOW
                                            password on the Web, you must also
4. Highlight apply to change to the new     change your SalesNOW password on
setting and click the mouse.                the BlackBerry to match; otherwise data
5. To hide Page Settings, highlight         synchronization will not occur.
Page Settings and click the mouse.
                                            Setup: install on BlackBerry
Setup: my account                           To install SalesNOW on your
1. In the main tab menu or from             BlackBerry, follow these steps to send
anywhere within the application,            an email link to the SalesNOW
highlight Setup and click the mouse.        download to your BlackBerry.
2. Highlight Account Administration         1. In the main tab menu or from
and click the mouse.                        anywhere within the application,
                                            highlight Setup and click the mouse.
3. View your information and settings
and click close to hide this information.   2. Highlight Install on BlackBerry and
                                            click the mouse.
                                            3. Highlight Email Device Installation
Setup: change password                      Link and click the mouse.
1. In the main tab menu or from
anywhere within the application,
highlight Setup and click the mouse.




                                                                                   32
Home
The Home page provides a snapshot of         Related Topic
important information and displays six       The Page Settings section above
different windows:                           describes how to change the maximum
• Current Activities – this is a list of     number of results per list (such as Top
    open activities (i.e. not marked as      Deals, Current Activities and Current
    complete) with a date between today      Deals) to display; the number of days
    and 30 days out.                         out that defines a Current Deal and the
• Current Deals – this is a list of          number of days out that defines a
    active deals (i.e. with a status of      Current Activity.
    active) with a call back date set
    between today and 30 days out.
• Top Deals – this is a list of open         Drag and drop windows
    deals (i.e. with a status of active)
                                             1. Highlight the Orange Bar at the top
• Sales History – this is a graph of the     of the window that you would like to
    sales history which displays the         move and hold the mouse click down.
    value of the closed deals for the last
    four months (including the current       2. Move the mouse to the location of
    month).                                  the screen that you’d like to move the
• Sales Funnel – this is a table of          window to and release the mouse click.
    active deals by probability in 10%
    increments.
• Sales Forecast – this is a graph of        Hide/Show a window
    sales history which displays the         1. To hide the contents of a window,
    value of both the active and won         highlight the hide at the top right of the
    deals for the next four months           window and click the mouse.
    (including the current month).
                                             2. To show the contents of a window,
Note:                                        highlight the show at the top right of the
To move to a record within a list (i.e.      window and click the mouse.
Current Activities, Current Deals or Top
Deals) or a table (i.e. Sales Funnel),
simply highlight the item and click the
mouse.




                                                                                      33
Contacts
Add contacts                                Remove a company from a
1. In the Contacts tab, click New           contact
Contact.                                    1. To remove a company association
2. Type the contact information. The        from a contact, click the X beside the
contact’s last name is a mandatory field.   company name.
3. Click Save & Close to save this
contact and display this contact record,
or
                                            View/Edit contacts
                                            1. In the Contacts tab, highlight the
4. Click Save & New to save this
                                            Contact’s Name (notice a blue
contact and start entering a new contact
                                            underline under the contact name) and
record, or
                                            click the mouse.
5. Click Cancel to not save this contact
                                            2. Click Edit.
and return to the contacts list.
                                            3. View/edit the contact information.
Note:
                                            4. Click Save & Close to save changes
To quickly move between fields when         made to the contact, or
entering contact information, press the
TAB key.                                    5. Click Cancel.


Add a company to a contact                  Delete contacts
1. To add a company association to a        1. In the Contacts tab, highlight the
contact, click the magnifying glass.        contact and click the X at the far right of
                                            the contact listing, or
2. Select an existing company or click
the + to add a new company record.          2. Click Delete while viewing the
                                            contact record.
Note:
Within the contact information section of   Related Topic
a contact record, you can move directly     See the Recycle Bin section of this
to the associated company record by         manual for information on how to restore
clicking the company name.                  a contact record after it has been
                                            deleted.


                                                                                     34
Clone contacts                             Contacts filter
Cloning a contact helps save time when     1. In the Contacts tab, click a letter
entering a new contact record. It copies   from A-Z or Other (for a different
the contact’s key information, such as     character) to filter only contacts with a
company association, work address and      first name or last name beginning with
phone number.                              that character, or
1. In the Contacts tab, highlight the      2. Click All to display all contacts.
contact name to clone and click the
mouse.
2. Click Clone.                            Contacts search – basic
3. Edit the contact information.           1. In the Contacts tab, click the empty
                                           box beside the search title.
4. Click Save & Close to save changes
made to the new contact record, or         2. Enter the search criteria, which can
                                           be based on the first few characters of
5. Click Cancel.                           the contact’s first or last name.
                                           3. Click search.
Sort contacts
Contacts can be sorted by last name or     Contacts search –
by company name.
                                           advanced
1. In the Contacts tab, click the Name
                                           1. In the Contacts tab, click the
column heading to sort by last name, or
                                           advanced title.
2. Click the Company column heading
                                           2. Enter the search criteria, which can
to sort by company name.
                                           be based on any combination of the first
Note:                                      few characters of the contact’s first or
                                           last name and the company name
The first sort performed will be in
                                           (which is selected by clicking the
ascending order and the second will be
                                           magnifying glass).
in descending order. The sort order will
be automatically saved for the next time   3. Click search to search against the
you view the contact list, and the sort    criteria, or
selection can be identified by an          4. Click clear to clear the search
Orange column heading.                     criteria.




                                                                                   35
Navigating contacts list                   Add a new deal, email log or
If you have more than one page of          an activity to a contact
contacts, the system will display at the   The benefit of adding a new deal, email
top of the list that you are viewing       log or an activity from within a contact
contacts 1-15 of 139 (for example). To     record is that the system will
move between different pages of            automatically associate it to that contact.
contacts, follow these steps:
                                           1. In the Contacts tab, highlight the
1. In the Contacts tab, click next to      contact to which you wish to add a new
move to the next page of contacts, or      deal, email log or activity to and click the
2. If you are not on the first page of     mouse.
contacts, you may click either previous    2. Click new on the title bar for deals,
or next to move between pages of           emails or activities, depending on what
contacts.                                  you’d like to add.
Related Topic                              3. Type the new deal, email log or
See the Page Settings section of this      activity information.
manual to learn how to change the          4. Click Save & Close to save your
number of contacts that can be viewed      new entry, or
on a single page.
                                           5. Click Cancel.

                                           Related Topic
Get map for contacts
                                           Refer to the Deals, Emails or Activities
1. In the Contacts tab, highlight the      section of this manual to learn another
contact name and click the mouse.          way to enter a new deal, email log or
2. Click View Map below either the         activity.
contact’s Work Address or Personal
Address (depending on which one that
you wish to view).                         View/Edit deals, emails or
                                           activities for contacts
Note:
                                           1. In the Contacts tab, highlight the
The mapping feature is utilizing Google
                                           contact to which you wish to view/edit
Maps and will launch a separate
                                           deals, emails or activities and click the
window. For best results, please ensure
                                           mouse.
that the address details are complete.




                                                                                    36
2. Click show on the title bar for deals,   5. Type any changes.
emails or activities, depending on what
                                            6. Click Save & Close to save your
you’d like to view/edit. If the show
                                            changes, or
button has already been pressed, you
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.




                                                                                   37
Companies
Add companies                             Delete companies
1. In the Companies tab, click New        1. In the Companies tab, highlight the
Company.                                  contact and click the X at the far right of
2. Type the company information. The      the company listing, or
company name is a mandatory field.        2. Click Delete while viewing the
3. Click Save & Close to save this        company record.
company and display this company
                                          Related Topic
record, or
                                          See the Recycle Bin section of this
4. Click Save & New to save this          manual for information on how to restore
company and start entering a new          a company record after it has been
company record, or                        deleted.
5. Click Cancel to not save this
company and return to the companies
list.                                     Clone companies
                                          1. Cloning a company helps save time
Note:                                     when entering a new company record.
To quickly move between fields when       It copies the company’s key information,
entering company information, press the   such as address and phone number.
TAB key.
                                          2. In the Companies tab, highlight the
                                          company name to clone and click the
View/Edit companies                       mouse.

1. In the Companies tab, highlight the    3. Click Clone.
company name (notice a blue underline     4. Edit the company information.
under the company name) and click the
                                          5. Click Save & Close to save changes
mouse.                                    made to the new company record, or
2. Click Edit.                            6. Click Cancel.
3. View/edit the company information.
4. Click Save & Close to save changes
made to the company, or
5. Click Cancel.

                                                                                   38
Sort companies                               Companies search -
Companies can be sorted by company           advanced
name in ascending or descending order.       1. In the Companies tab, click the
1. In the Companies tab, click the           advanced title.
Name column heading to sort in               2. Enter the search criteria, which can
descending order.                            be based on any combination of the first
2. Click the Name column heading             few characters of the company’s name,
again to sort in ascending order.            industry or city.
                                             3. Click search to search against the
Note:
                                             criteria, or
The sort order will be automatically
saved for the next time you view the         4. Click clear to clear the search
contact list.                                criteria.


Companies filter                             Navigating companies list
1. In the Companies tab, click a letter      If you have more than one page of
from A-Z or Other (for a different           companies, the system will display at
character) to filter only companies with a   the top of the list that you are viewing
name beginning with that character, or       companies 1-15 of 98 (for example). To
                                             move between different pages of
2. Click All to display all contacts.        companies, follow these steps:
                                             1. In the Companies tab, click next to
Companies search – basic                     move to the next page of companies, or

1. In the Companies tab, click the           2. If you are not on the first page of
empty box beside the search title.           companies, you may click either
                                             previous or next to move between
2. Enter the search criteria, which can      pages of companies.
be based on the first few characters of
the company’s name.                          Related Topic
3. Click search.                             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.




                                                                                      39
Get map for companies                        Related Topic
                                             Refer to the Contacts, Deals, Emails or
1. In the Companies tab, highlight the       Activities section of this manual to learn
company name and click the mouse.            another way to enter a new contact,
2. Click View Map below the company          deal, email log or activity.
address.

Note:                                        View/Edit contacts, deals,
The mapping feature is utilizing Google      emails or activities for
Maps and will launch a separate
window. For best results, please ensure      companies
that the address details are complete.       1. In the Companies tab, highlight the
                                             company to which you wish to view/edit
                                             contacts, deals, emails or activities and
Add a new contact, deal,                     click the mouse.
email log or an activity to a                2. Click show on the title bar for
company                                      contacts, deals, emails or activities,
                                             depending on what you’d like to
The benefit of adding a new contact,         view/edit. If the show button has
deal, email log or an activity from within   already been pressed, you can skip this
a company record is that the system will     step.
automatically associate it to that
company.                                     3. Highlight the contact, deal, email or
                                             activity that you wish to view/edit and
1. In the Companies tab, highlight the       click the mouse.
company to which you wish to add a
new contact, deal, email log or activity     4. Click Edit to modify the information.
and click the mouse.                         5. Type any changes.
2. Click new on the title bar for            6. Click Save & Close to save your
contacts, deals, emails or activities,       changes, or
depending on what you’d like to add.
                                             7. Click Cancel.
3. Type the new contact, deal, email log
or activity information.                     Related Topic
4. Click Save & Close to save your           Refer to the Contacts, Deals, Emails or
new entry, or                                Activities section of this manual to learn
                                             another way to view/edit contacts, deals,
5. Click Cancel.                             emails or activities.



                                                                                     40
Deals
Add deals                                   the associated contact record by clicking
                                            the contact name.
1. In the Deals tab, click New Deal.
2. Type the deal information. The deal
name is a mandatory field.                  Add additional contact
3. Click Save & Close to save this deal     associations to a deal
and return and display this deal record,    1. To add additional contact
or                                          associations to a deal, follow these
4. Click Save & New to save this deal       steps:
and start entering a new deal record, or    2. Open the deal record and click new
5. Click Cancel to not save this deal       on the title bar for contacts.
and return to the deals list.               3. Click the magnifying glass. Select an
                                            existing contact or click New Contact to
Note:                                       add a new contact record.
To quickly move between fields when
entering deal information, press the
TAB key.                                    Change primary contact for
                                            a deal
Add a primary contact to a                  To change the primary contact for a
deal                                        deal, follow these steps:

1. To add a primary contact association     1. Open the deal record and click edit
to a deal, click the magnifying glass to    on the title bar for contacts.
select an existing contact, or click + to   2. Click the primary box beside the
create a new contact. If this contact is    contact that you wish to make primary.
associated to a company, the company
will automatically be associated to the
deal as well.                               Add a company to a deal
Note:                                       1. To add a company association to a
                                            deal, click the magnifying glass to select
Within the deal information section of a
                                            an existing company or click the + to
deal record, you can move directly to
                                            add a new company record.


                                                                                   41
Note:                                      View/Edit deals
Within the deal information section of a
deal record, you can move directly to      1. In the Deals tab, highlight the deal
the associated company record by           name (notice a blue underline under the
clicking the company name.                 deal name) and click the mouse.
                                           2. Click Edit.
                                           3. View/edit the deal information.
Add additional company
associations to a deal                     4. Click Save & Close to save changes
                                           made to the deal, or
To add additional company associations
                                           5. Click Cancel.
to a deal, follow these steps:
1. Open the deal record and click new
on the title bar for companies.            Delete deals
2. Click the magnifying glass to select    1. In the Deals tab, highlight the deal
an existing company or the + to add a      and click the X at the far right of the deal
new company record.                        listing, or
                                           2. Click Delete while viewing the deal
Change primary company                     record.

for a deal                                 Related Topic
To change the primary company for a        See the Recycle Bin section of this
deal, follow these steps:                  manual for information on how to restore
                                           a deal record after it has been deleted.
1. Open the deal record and click edit
on the title bar for companies.
2. Click the primary box beside the        Clone deals
company that you wish to make primary.     Cloning a deal helps save time when
                                           entering a new deal record. It copies
                                           the deal’s key information, such as
Remove a contact or a                      contact and company association, deal
company from a deal                        type and lead source.
1. To remove a contact or a company        1. In the Deals tab, highlight the deal
association from a deal, click the X       name to clone and click the mouse.
beside the contact or company name.        2. Click Clone.
                                           3. Edit the deal information.

                                                                                     42
4. Click Save & Close to save changes        2. Enter the search criteria, which can
made to the new deal record, or              be based on the first few characters of
5. Click Cancel.                             the deal’s name.
                                             3. Click search.

Sort deals
Contacts can be sorted in a number of
                                             Deals search – advanced
ways, including by deal name, contact        1. In the Deals tab, click the advanced
name, company name, estimated value,         title.
probability, close date, call back date or
                                             2. Enter the search criteria, which can
deal status.
                                             be based on any combination of the first
   1. In the Deals tab, click the column     few characters of the deal’s name,
      heading, such as Est. Value, that      status, probability, company name,
      you wish to sort by.                   contact name, closing from or closing to
                                             dates. (Contact and company names
Note:                                        are selected by clicking the magnifying
The first sort performed will be in          glass).
ascending order and the second will be       3. Click search to search against the
in descending order. The sort order will     criteria, or
be automatically saved for the next time
you view the deals list, and the sort        4. Click clear to clear the search
selection can be identified by an            criteria.
Orange column heading.

                                             Navigating deals list
Deals filter                                 If you have more than one page of
1. In the Deals tab, you can filter by       deals, the system will display at the top
deal status by clicking Active, Won or       of the list that you are viewing deals 1-
Lost, or                                     15 of 45 (for example). To move
                                             between different pages of deals, follow
2. Click All to display all deals.           these steps:
                                             1. In the Deals tab, click next to move
Deals search – basic                         to the next page of deals, or
1. In the Deals tab, click the empty box     2. If you are not on the first page of
beside the search title.                     deals, you may click either previous or
                                             next to move between pages of deals.


                                                                                     43
Related Topic                                View/Edit contacts,
See the Page Settings section of this
manual to learn how to change the
                                             companies, emails or
number of deals that can be viewed on        activities for deals
a single page.                               1. In the Deals tab, highlight the deal to
                                             which you wish to view/edit contacts,
                                             companies, emails or activities and click
Add a new contact,                           the mouse.
company, email log or an                     2. Click show on the title bar for
activity to a deal                           contacts, companies, emails or
                                             activities, depending on what you’d like
The benefit of adding a new contact,
                                             to view/edit. If the show button has
company, email log or an activity from
                                             already been pressed, you can skip this
within a deal record is that the system
                                             step.
will automatically associate it to that
deal.                                        3. Highlight the contact, company,
                                             email or activity that you wish to
1. In the Deals tab, highlight the deal to
                                             view/edit and click the mouse.
which you wish to add a new contact,
company, email log or activity to and        4. Click Edit to modify the information.
click the mouse.                             5. Type any changes.
2. Click new on the title bar for            6. Click Save & Close to save your
contacts, companies, emails or               changes, or
activities, depending on what you’d like
to add.                                      7. Click Cancel.
3. Type the new contact, company,            Note:
email log or activity information.           Within the deal information section of a
4. Click Save & Close to save your           deal record, you can move directly to
new entry, or                                either the contact or company record by
                                             clicking the contact or company name.
5. Click Cancel.

Related Topic                                Related Topic
                                             Refer to the Contacts, Deals, Emails or
Refer to the Contacts, Companies,
                                             Activities section of this manual to learn
Emails or Activities section of this
                                             another way to edit deals, emails or
manual to learn another way to enter a
                                             activities.
new contact, company, email log or
activity.


                                                                                     44
Emails
Add emails                                   Add additional contact
Emails created within SalesNOW on the        associations to an email
BlackBerry are automatically saved to        To add additional contact associations
SalesNOW on the WEB. SalesNOW on             to an email, follow these steps:
the WEB does not allow you to create
emails directly (this feature will be        1. Open the email and click new on the
available in April 2007).                    title bar for contacts.
                                             2. Click the magnifying glass to select
Related Topic                                an existing contact or click + to add a
See either the Emails or the                 new contact record.
BlackBerry Emails chapter of the
SalesNOW for the BlackBerry section
of this manual for information on how to     Change primary contact for
compose a SalesNOW email or save a
regular BlackBerry email to SalesNOW.
                                             an email
                                             To change the primary contact for an
                                             email, follow these steps:
Add a primary contact to an                  1. Open the email record and click edit
email                                        on the title bar for contacts.
1. To add a primary contact association      2. Click the primary box beside the
to an email, click the magnifying glass to   contact that you wish to make primary.
select an existing contact or click + to
add a new contact record. If this contact
is associated to a company, the              Add a company to an email
company will automatically be
                                             1. To add a company association to an
associated to the email as well.
                                             email, click the magnifying glass to
Note:                                        select an existing company or click + to
                                             add a new company record.
Within the email information section of
an email record, you can move directly       Note:
to the associated contact record by
                                             Within the email information section of
clicking the contact name.
                                             an email record, you can move directly



                                                                                    45
to the associated company record by         to the associated deal record by clicking
clicking the company name.                  the deal name.


Add additional company                      Remove a contact,
associations to an email                    company or a deal from an
To add additional company associations      email
to an email, follow these steps:            1. To remove a contact, company or
1. Open the email record and click new      deal association from an email, click the
on the title bar for companies.             X beside the contact, company or deal
                                            name.
2. Click the magnifying glass to select
an existing company or click + to add a
new company record.
                                            View/Edit emails
                                            1. In the Emails tab, highlight the email
Change primary company                      date & time (notice a blue underline
for an email                                under the email date & time) and click
                                            the mouse.
To change the primary company for an
email, follow these steps:                  2. Click Edit.

1. Open the email record and click edit     3. View/edit the email information.
on the title bar for companies.             4. Click Save & Close to save changes
                                            made to the email, or
2. Click the primary box beside the
company that you wish to make primary.      5. Click Cancel.

                                            Note:
Add a deal to an email                      Emails that were sent by you will be
                                            represented by a check mark and
   1. To add a deal association to an
                                            emails that were received by you will be
      email, click the magnifying glass
                                            represented by an envelope. Emails
      to select an existing deal or click
                                            that were set at high priority will be
      + to add a new deal record.
                                            represented by a red exclamation mark.
Note:
Within the email information section of
an email record, you can move directly



                                                                                  46
Delete emails                               Emails filter
1. In the Emails tab, highlight the email   1. In the Emails tab, you can filter by
and click the X at the far right of the     email origin by clicking To Me, From
email listing, or                           Me, or
2. Click Delete while viewing the email     2. Click All to display all emails.
record.

Related Topic                               Emails search – basic
See the Recycle Bin section of this
                                            1. In the Emails tab, click the empty
manual for information on how to restore
                                            box beside the search title.
an email record after it has been
deleted.                                    2. Enter the search criteria, which can
                                            be based on the first few characters of
                                            the email’s subject.
Sort emails                                 3. Click search.
Emails can be sorted in a number of
ways, including by date, contact,
company or subject.                         Emails search - advanced
   1. In the Emails tab, click the          1. In the Emails tab, click the
      column heading, such as               advanced title.
      Contact, that you wish to sort by.    2. Enter the search criteria, which can
                                            be based on any combination of the first
Note:
                                            few characters of the email’s subject,
The first sort performed will be in         contact name, company name, and deal
ascending order and the second will be      name, from or to dates. (Contact,
in descending order. The sort order will    company or deal names are selected by
be automatically saved for the next time    clicking the magnifying glass).
you view the emails list, and the sort
selection can be identified by an           3. Click search to search against the
Orange column heading.                      criteria, or
                                            4. Click clear to clear the search
                                            criteria.




                                                                                      47
Navigating emails list                       View/Edit contacts or
If you have more than one page of            companies for emails
emails, the system will display at the top   1. In the Emails tab, highlight the email
of the list that you are viewing emails 1-   to which you wish to view/edit contacts
15 of 235 (for example). To move             or companies and click the mouse.
between different pages of emails,
follow these steps:                          2. Click show on the title bar for
                                             contacts or companies, depending on
1. In the Emails tab, click next to move     what you’d like to view/edit. If the show
to the next page of emails, or               button has already been pressed, you
2. If you are not on the first page of       can skip this step.
deals, you may click either previous or      3. Highlight the contact or company that
next to move between pages of emails.        you wish to view/edit and click the
                                             mouse.
Related Topic
See the Page Settings section of this        4. Click Edit to modify the information.
manual to learn how to change the            5. Type any changes.
number of emails that can be viewed on
a single page.                               6. Click Save & Close to save your
                                             changes, or
                                             7. Click Cancel.




                                                                                   48
Activities
Add activities
                                              Note:
1. In the Activities tab, click New
                                              Within the activity information section of
Activity.
                                              an activity record, you can move directly
2. Type the activity information. The         to the associated contact record by
activity name is a mandatory field.           clicking the contact name.
3. Click Save & Close to save this
activity and display this activity record,
or                                            Add additional contact
4. Click Save & New to save this
                                              associations to an activity
activity and start entering a new activity,   To add additional contact associations
or                                            to an activity, follow these steps:
5. Click Cancel to not save this activity     1. Open the activity record and click
and return to the activities list.            new on the title bar for contacts.

Note:                                         2. Click the magnifying glass to select
                                              an existing contact or click + to add a
To quickly move between fields when
                                              new contact record.
entering activity information, press the
TAB key.
                                              Change primary contact for
Add a primary contact to an                   an activity
activity                                      To change the primary contact for an
                                              activity, follow these steps:
1. To add a primary contact association
to an activity, click the magnifying glass    1. Open the activity record and click
to select an existing contact or click + to   edit on the title bar for contacts.
add a new contact record. If this contact     2. Click the primary box beside the
is associated to a company, the               contact that you wish to make primary.
company will automatically be
associated to the activity as well.




                                                                                      49
Add a company to an                          Add a deal to an activity
activity                                        1. To add a deal association to an
1. To add a company association to an              activity, click the magnifying glass
activity, click the magnifying glass to            to select an existing deal or click
elect an existing company or click + to            + to add a new deal record.
add a new company record.
                                             Note:
Note:                                        Within the activity information section of
Within the activity information section of   an activity record, you can move directly
an activity record, you can move directly    to the associated deal record by clicking
to the associated company record by          the deal name.
clicking the company name.
                                             Remove a contact,
Add additional company                       company or deal from an
associations to an activity                  activity
1. To add additional company                 1. To remove a contact, company or
associations to an activity, follow these    deal association from an activity, click
steps:                                       the X beside the contact, company or
2. Open the activity record and click        deal name.
new on the title bar for companies.
3. Click the magnifying glass to select      View/Edit activities
an existing company or click + to add a
new company record.                          1. In the Activities tab, highlight the
                                             activity name (notice a blue underline
                                             under the activity name) and click the
Change primary company                       mouse.
for an activity                              2. Click Edit.

To change the primary company for an         3. View/edit the activity information.
activity, follow these steps:                4. Click Save & Close to save changes
1. Open the activity record and click        made to the activity, or click Cancel.
edit on the title bar for companies.
2. Click the primary box beside the
company that you wish to make primary.


                                                                                        50
Delete activities                              1. In the Activities tab, click the column
                                               heading, such as Date, that you wish to
1. In the Activities tab, highlight the        sort by.
activity and click the X at the far right of
the activity listing, or                       Note:
2. Click Delete while viewing the              The first sort performed will be in
activity record.                               ascending order and the second will be
                                               in descending order. The sort order will
Related Topic                                  be automatically saved for the next time
See the Recycle Bin section of this            you view the activities list, and the sort
manual for information on how to restore       selection can be identified by an
an activity record after it has been           Orange column heading.
deleted.

                                               Activities filter
Clone activities                               1. In the Activities tab, you can filter by
Cloning an activity helps save time            activity date by clicking Current,
when entering a new activity record. It        Overdue or Future, or
copies the key activity information, such      2. Click All to display all activities.
as contact, company and deal
association, type, status and priority.
1. In the Activities tab, highlight the        Activities search – basic
activity name to clone and click the           1. In the Activities tab, click the empty
mouse.                                         box beside the search title.
2. Click Clone.                                2. Enter the search criteria, which can
3. Edit the activity information.              be based on the first few characters of
                                               the activity subject name.
4. Click Save & Close to save changes
made to the new activity record, or            3. Click search.
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.

                                                                                         51
Activities search –                          Related Topic
                                             See the Page Settings section of this
advanced                                     manual to learn how to change the
1. In the Activities tab, click the          number of activities that can be viewed
advanced title.                              on a single page.
2. Enter the search criteria, which can
be based on any combination of the first
few characters of the activity’s subject     View/Edit contacts or
name, the contact name, company              companies for activities
name, deal name and the date range.
                                             1. In the Activities tab, highlight the
3. Click search to search against the        contact to which you wish to view/edit
criteria, or                                 contacts or companies and click the
4. Click clear to clear the search           mouse.
criteria.                                    2. Click show on the title bar for
                                             contacts or companies, depending on
                                             what you’d like to view/edit. If the show
Navigating activities list                   button has already been pressed, you
                                             can skip this step.
If you have more than one page of
activities, the system will display at the   3. Highlight the contact or company that
top of the list that you are viewing         you wish to view/edit and click the
activities 1-15 of 122 (for example). To     mouse.
move between different pages of              4. Click Edit to modify the information.
activities, follow these steps:
                                             5. Type any changes.
1. In the Activities tab, click next to
move to the next page of activities, or      6. Click Save & Close to save your
                                             changes, or
2. If you are not on the first page of
activities, you may click either previous    7. Click Cancel.
or next to move between pages of
activities.




                                                                                       52
Reports
The Reports page provides three             2. If you’d like to run the report based
reports that you can generate in a          on the data for a specific deal, highlight
Microsoft Excel compatible format. The      the magnifying glass beside the Deal
report choices are:                         field and click the mouse and select the
                                            deal, otherwise leave the field blank and
•   activities & emails by month – this     the report will be based on all deals.
    is a report of completed activities
    (i.e. tasks and call logs) and sent     3. To set the date range for the report,
    and received emails by month.           highlight the calendar icon beside the
                                            From field and click the mouse. Select
•   sales forecast by month – this is a     the date and click the mouse. Next,
    report of both active and closed        highlight the calendar icon beside the
    deals by month.                         To field and click the mouse. Select the
                                            date and click the mouse.
•   sales history by month – this is a      4. For the activities and emails by
    report of closed deals by month.        month report, select the items to
                                            include in the report by highlighting the
                                            box beside the item (call logs, emails
Generating reports                          and tasks) and clicking the mouse.
To generate a report, complete the          5. To generate the report based on the
report parameters for the report that you   selected parameters, highlight generate
would like to run.                          and click the mouse.
1. If you’d like to run the report based    6. To clear the report parameters,
on the data for a specific company,         highlight clear and click the mouse.
highlight the magnifying glass beside
the Company field and click the mouse
and select the company, otherwise
leave the field blank and the report will
be based on all companies.




                                                                                    53
Calendar
The Calendar page provides a unique            Calendar navigation
calendar based view to your activities.
The views available are:                       As with most calendars you can
                                               navigate between days and months.
•   Day View – this view shows you the
    activities for a particular day.           In the middle of the screen there are two
                                               arrows (left and right) with a calendar
•   Week View – this view shows you            icon. Clicking the calendar icon will
    the activities for a particular week.      display a small calendar which will allow
                                               you to select any particular day, week,
•   Month View – this view shows you           or month (depending on what calendar
    the activities for a particular month.     view is currently active).

                                               The left and right arrows beside the
Filtering activities                           calendar icon allow you to move
                                               backward (left arrow) or forward (right
With the different calendar views you          arrow) one day, week, or month
can filter the activities to focus on the      (depending on what calendar view is
items that are important to you.               currently active).

•   Meetings– this will show you only          You can always know what view you are
    the activities that are classified as      looking at by the description in the
    meetings.                                  middle of the screen. For example, if
                                               you are looking at a month view, the
•   Tasks – this will show you only the        description will state Month Year (i.e.
    activities that are classified as tasks.   March 2007).

•   Call Logs– this will show you only         In the upper left corner of the screen is
    the activities that are classified as      the current date. Putting the mouse
    call logs.                                 over the date will highlight it (with an
                                               underline under the date). Clicking on
•   All – this will show you all activities.   the date with your mouse will take you
                                               to the current day in the calendar.




                                                                                         54
Opening activities
From the calendar view you can open
any activity by directly clicking on it.

This will open 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.




                                            55
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 details, progress and next steps on deals
       2. Manage your sales pipeline while on the road


                                                                                        56
   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 SalesNOW on a BlackBerry is a device running
Operating System (OS) 4.0 or higher.



                                                                                       57
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 I access SalesNOW through the Internet?




                                                                                     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 browser 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 I do if I 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 I 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 trademark of Google.


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