Create Records in iPad

Create Records in iPad

You can create leads, accounts, contacts, potentials, cases, products, vendors, tasks, events and calls from your iPad.

To create a record

  1. Tap a module in which you want to add a record.
    All the records in the module will be listed.
  2. Tap the Add Record icon.
  3. In the Add [Record] screen, specify the details and tap Save. 

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