Using Oracle CRM On Demand Connected Mobile Sales

This chapter describes how to use Oracle CRM On Demand Connected Mobile Sales. It contains the following topics:

• About the Oracle CRM On Demand Connected Mobile Sales Interface

• About the Check for Client Version

• Signing on to Oracle CRM On Demand Connected Mobile Sales

• Using the One-Tap Option

• Editing Records by Swiping on a List Page

• About Offline Mode

• Synchronizing Recently Viewed Records From Oracle CRM On Demand

• Using List-Detail Record Types

• Working with Leads

• Using the Calendar

• Calendar and Contact Synchronization (iOS Only)

• Finding Clients Near Your Location

• Using Attachments

• Displaying Analytics Reports

• User Interface Differences Between Supported Devices

• Managing Advanced Screen Settings

• Understanding Error Messages