Create Records

Create Records

You can create records in the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls, Cases, Products, Vendors, Quotes modules.

To create records

  1. Go to the module.

  2. Tap Add icon.
  3. Specify the details and tap Save.

Delete Records

Occasionally, you may need to remove some of the unnecessary records from CRM, for a better organization of data. You can do so by deleting records in the modules from your mobile device.

To delete records individually

  1. Go to the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls or Cases module.
  2. Select a record that you want to delete.
  3. In the [Record] Details screen, tap Delete icon.

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