Exporting SalesNOW Contacts

SalesNOW allows you to export contacts in your SalesNOW account to iPad Contacts.

To create an iPad Contact entry from a SalesNOW contact, do the following:

  1. Tap Options on the tab bar.

  2. Tap iPad Integration
  3. Choose one of the following:
  4. a) Export a single contact by tapping Export a contact from iPad
  5. b) , Export all contacts by tapping Export all contacts from iPad.
  6. c) Or, if you would like to have SalesNOW contacts automatically exported to iPad Contacts , tap OFF next to Export all New Contacts to turn on automatic exportation.

Note: During the import, the SalesNOW system will automatically create company records for any contacts that have been associated to a company.