Online Searching of Records

There may be records which you have access to within your SalesNOW WEB Edition which may not be available within your SalesNOW iPhone Edition. For example, if you have deleted a record from within your SalesNOW iPhone Edition on the device only, you can use the Online Search to download the record from your SalesNOW WEB Edition. As another example, if you are a Team Leader and you have access to records from your other team members within your All Deals tab, you can download this record from your All Deals view within your SalesNOW Web Edition.

To perform an online search of records within your SalesNOW WEB Edition, do the following:

  1. Tap Options on the tab bar. If the Options tab is not visible, tap More, and then tap Options 
  2. Tap Online Search
  3. Tap Search For to select the type of record such as Deals - that you would like to search
  4. Tap Include to select the search scope - such as My Deals or All Deals
  5. Type the name of the record that you would like to search in the Where Name field
  6. Tap Search to initiate the search
  7. Tap the record that you are interested in and then tap the option to either View or Download the record to SalesNOW on your iPhone

Note: You must be within wireless coverage to use the online searching feature.

See Also:

Deleting Records