If you are working with portatour® Anywhere and change data on your smartphone (e.g. mark customers as called now, create call reports, change customer data or create appointments), you need to start the synchronization manually in Salesforce.
Open the portatour® tab in Salesforce and click the menu item Synchronize with Anywhere:
Depending on the amount of data changes, the synchronization takes between 15 and 60 seconds. The latest schedule is also synchronized from portatour® Anywhere toportatour® for Salesforce® .
We recommend starting this synchronization whenever you have worked with portatour® Anywhere and want to continue working with Salesforce. Thus, both systems are up-to-date and you avoid using outdated data in Salesforce.
If you forget synchronizing, the data entered on the smartphone is not lost: Salesforce will be synchronized with portatour® Anywhere when you generate the next schedule in Salesforce by selecting Update schedule.