Blackbe;rry Sales Client for SAP CRM User manual

BlackBerry Sales Client for SAP CRM
Version: 1.1
User Guide

SWD-671438-1203110232-001

Contents
Basics........................................................................................................................................................................................................................................................... 2
About the BlackBerry Sales Client for SAP CRM.................................................................................................................................................................................... 2
Email a CRM contact................................................................................................................................................................................................................................. 2
Call a CRM contact.................................................................................................................................................................................................................................... 2
Log a call or email message to a CRM account...................................................................................................................................................................................... 2
Search for a CRM account, contact, or lead............................................................................................................................................................................................ 3
Manage CRM contacts and accounts...................................................................................................................................................................................................... 4
Add a CRM contact.................................................................................................................................................................................................................................... 4
Add an existing contact to your CRM contact list.................................................................................................................................................................................. 4
Change a CRM contact............................................................................................................................................................................................................................. 4
Change a CRM account............................................................................................................................................................................................................................. 5
Leads............................................................................................................................................................................................................................................................ 6
About leads................................................................................................................................................................................................................................................. 6
Change a lead............................................................................................................................................................................................................................................. 6
Troubleshooting.......................................................................................................................................................................................................................................... 7
I cannot log in to the BlackBerry Sales Client for SAP CRM................................................................................................................................................................. 7

Basics
About the BlackBerry Sales Client for SAP CRM
The BlackBerry® Sales Client for SAP® CRM allows you to access the data from your corporation's SAP CRM application from your BlackBerry
device. You can use the BlackBerry Sales Client for SAP CRM to manage leads, CRM accounts, and CRM contacts. Any changes that you make
in the BlackBerry Sales Client for SAP CRM on your device are reflected in your corporation's SAP CRM application. Likewise, any changes that
are made in your corporation's SAP CRM application are reflected in the application on your device.
Email a CRM contact
1. On the Home screen, click the BlackBerry Sales Client icon.
2. Press the Menu key.
3. Click Contacts.
4. Click a contact.
5. Press the Menu key.
6. Click Email Contact.
Call a CRM contact
1. On the Home screen, click the BlackBerry Sales Client icon.
2. Press the Menu key.
3. Click Contacts.
4. Highlight a contact.
5. Press the Menu key.
6. Click Call <contact>.
Log a call or email message to a CRM account
1. Perform one of the following actions:
• From the Home screen, press the Send key. Highlight a call log.
• On the Home screen, click the Messages icon. Highlight an email message.
2. Press the Menu key.
3. Click Save to CRM.
4. Type the information for the call or email message.
5. Press the Menu key.
User Guide Basics
2

6. Click Save.
Search for a CRM account, contact, or lead
1. On the Home screen, click the BlackBerry Sales Client icon.
2. Type text to search for in the Find field that appears at the top of the account list, contact list, or leads list.
User Guide Basics
3

Manage CRM contacts and accounts
Add a CRM contact
1. On the Home screen, click the BlackBerry Sales Client icon.
2. Press the Menu key.
3. Click Accounts.
4. Click an account.
5. Press the Menu key.
6. Click Add Contact.
7. Type the contact information.
8. Press the Menu key.
9. Click Save.
Add an existing contact to your CRM contact list
1. On the Home screen, click the Contacts icon.
2. Highlight a contact.
3. Press the Menu key.
4. Click Save to CRM.
5. Click an account.
6. Type the contact information.
7. Press the Menu key.
8. Click Save.
Change a CRM contact
1. On the Home screen, click the BlackBerry Sales Client icon.
2. Press the Menu key.
3. Click Contacts.
4. Click a contact.
5. Press the Menu key.
6. Click Edit Contact.
7. Change the contact information.
8. Press the Menu key.
9. Click Save.
User Guide Manage CRM contacts and accounts
4

Change a CRM account
1. On the Home screen, click the BlackBerry Sales Client icon.
2. Press the Menu key.
3. Click Accounts.
4. Click an account.
5. Press the Menu key.
6. Click Edit Account.
7. Change the account information.
8. Press the Menu key.
9. Click Save.
User Guide Manage CRM contacts and accounts
5

Leads
About leads
When you receive a new lead for an account, your BlackBerry® device displays the new lead indicator at the top of each screen and beside new
leads in the leads list. Your device also displays the new lead in the messages application. If you open the lead from the messages application,
your device opens the lead in the BlackBerry® Sales Client for SAP® CRM.
Change a lead
1. On the Home screen, click the BlackBerry Sales Client icon.
2. Press the Menu key.
3. Click Leads.
4. Click a lead.
5. Press the Menu key.
6. Click Edit Lead.
7. Change the lead information.
8. Press the Menu key.
9. Click Save.
User Guide Leads
6

Troubleshooting
I cannot log in to the BlackBerry Sales Client for SAP CRM
To log in to the BlackBerry® Sales Client for SAP® CRM, type your SAP system user name and password. For more information about the login
information that you should use, contact the administrator that deals with SAP support for your organization.
User Guide Troubleshooting
7