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:
-
Tap Options on the tab bar.
- Tap iPad Integration
- Choose one of the following:
- a) Export a single contact by tapping Export a contact from iPad
- b) , Export all contacts by tapping Export all contacts from iPad.
- 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.