Manage records

Create and edit records

1. Go to the desired module. 
   
2. Click the Add Record icon.
   
3. Specify the details.
   
4. Click Save.
   
5. To edit a record, click the Edit icon in the record details page.
   
6. Modify the details, then click Save.
   

View record details 

Go to the desired module and click the record you want to view. The following details will be visible as tabs:

• Info tab  - Displays all the available information about the record, such as name, email, phone etc.,
  Available in all the modules.

• Notes tab - View and create notes related to the record.
  Available in all the modules.

• Files tab  - View and upload files related to the record.
  Available in all the modules.

• Related tab  - View open activities, closed activities, deals, contacts related to the record.
  Available in Contacts and Deals modules.

• Deals tab  - Displays deals related to the product.
  Available only in the Products module.

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• Manage records

  Create and edit records Go to the desired module.  Tap the Add Record icon. Specify the details. Tap Save. To edit a record, tap the Edit icon in the record details page. Modify the details, then tap Save. View record details  Go to the desired ...