Creating New Items in the Mobile App

In the middle of the toolbar is the Create An Item button, shown below.  Tapping this button will allow you to create a new item.

When using the mobile app with Distribution Sales Enablement, you can make these new items with the Create button:

When using the mobile app with Office Technology Sales Enablement, you can make these new items with the Create button:

• Account
• Activity
• Appointment
• Contact
• Task

Select the type of item you want to create and a new screen will open with the available fields for that item.  All fields marked with an asterisk are required prior to saving the new item.