SalesNexus Mobile

Capabilities
Contacts - sync from web to Outlook and Outlook to web
Calendar - sync from web to Outlook and Outlook to web
Tasks - timeless activities can be sync'd from web to Outlook's task list. Tasks created in Outlook become timeless activities on web

Getting Started

1. Download Funambol plugin
2. Install the plugin in Outlook - run the EXE file.
3. Obtain server and logon details from SalesNexus support - previous subscription to SalesNexus mobile required. Not all subscriptions to SalesNexus web system include SalesNexus mobile access.
4. Configure Sync Settings on web
5. Enter server and logon information into Funambol plugin
6. Synchronize

Important!
Your first sync will probably take several minutes. Be sure you can do without Outlook for an hour or so. After the 2nd or 3rd sync, subsequent syncs should only take a few minutes.
SalesNexus is not responsible for support of installation or use of the Funambol plugin in Outlook. If you have trouble installing the plugin or connecting to the server with the plugin, contact your IT department.

Tips
Personal Contacts - contacts already on your device will be sync'd to the SalesNexus database unless they are marked Personal. All contacts on the device marked Personal are ignored by the syncrhonization process.

All activities created in Outlook will be assigned to your My Record on the web unless you include the appropriate contact name in the Notes/Details section of the activity using the following syntax: [firstname lastname;]. If there is not a match, the activity will be assigned to your My Record.