You
can create records in the Leads, Accounts, Contacts, Potentials, Tasks,
Events, Calls, Cases, Products, Vendors, Quotes modules.
To create records
- Go to the module.
- Tap Add icon.
- 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
- Go to the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls or Cases module.
- Select a record that you want to delete.
- In the [Record] Details screen, tap Delete icon.
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