Understanding Enterprise PeopleSoft Mobile Sales for WAP Phones

PeopleSoft Enterprise Mobile Sales for WAP is part of the PeopleSoft Enterprise Mobile Sales solution. PeopleSoft Enterprise Mobile Sales for WAP enables the mobile sales professional to access Sales related information from the PeopleSoft Enterprise Sales database and display it on their WAP-enabled devices.

This chapter discusses:

Click to jump to top of pageClick to jump to parent topicFeatures of PeopleSoft Enterprise Mobile Sales for WAP

This section discusses how users of PeopleSoft Enterprise Mobile Sales for WAP can interact with:

Click to jump to top of pageClick to jump to parent topicContacts

Users access the Contacts page from the PeopleSoft CRM main menu screen and are prompted to enter the first few characters of the contact’s last name. A list of contacts is returned that matches the character string provided. From the Contact List screen, users can access a contact’s phone and address information. They can view and edit the information, or they can make a telephone call using one of the contact's phone numbers.

See Also

Viewing or Modifying Contact Information

Click to jump to top of pageClick to jump to parent topicCompanies

When mobile users click the Companies link from the PeopleSoft CRM main menu screen, they are presented with a setID filter menu. This filter limits the search results to only those companies that are in the business unit associated with the selected setID. After selecting a setID, the user can further limit the search results by entering the first few characters of the company name.

Note. When mobile users represent multiple business units within a particular company, they can view and select those different business unit entities from the setID Filter screen.

See Also

Searching for Companies

Click to jump to top of pageClick to jump to parent topicTasks

From the Tasks link on the PeopleSoft CRM main menu screen, mobile users can view their PeopleSoft Enterprise CRM task calendars. They can navigate to view details, such as time of appointment, contact name, and type of task. A direct link is provided if the task is associated with a lead or opportunity.

See Also

Viewing Tasks

Click to jump to top of pageClick to jump to parent topicLeads

The Leads link takes mobile users to the Leads Detail screen where they can view or edit a lead’s status, type, and rating. From there, they can navigate to view company details, contacts, and opportunities.

See Also

Viewing or Modifying Leads

Click to jump to top of pageClick to jump to parent topicOpportunities

The Opportunities screen enables mobile users to remotely manage their sales opportunities. They can either view or edit fields, such as Status, Estimated Revenue, Confidence, Estimated Close Date, Forecast, and Forecast Type.

See Also

Viewing or Modifying Opportunities

Click to jump to top of pageClick to jump to parent topicImplementation Requirements

This section discusses the following requirements for PeopleSoft Enterprise Mobile Sales for WAP Phones:

Click to jump to top of pageClick to jump to parent topicPlatform Requirements

The variety of wireless devices available in today’s marketplace and the speed at which the technology changes require that our documentation be general when referring to wireless devices as platforms for PeopleSoft Enterprise Mobile Sales for WAP Phones.

PeopleSoft Enterprise Mobile Sales for WAP Phones requires:

Note. For a list of PeopleSoft supported mobile browsers, refer to the “Supported Platforms” section onCustomer Connection.

See Also

Using PeopleSoft Enterprise Mobile Sales for WAP Phones

Click to jump to top of pageClick to jump to parent topicService Provider Requirements

Before implementing PeopleSoft Enterprise Mobile Sales for WAP Phones, you must establish wireless data service with an appropriate wireless service provider.