Create Records in iPhone

Create Records in iPhone

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

To create a record

  1. Go to the Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls module.
    The records in Contacts, Leads, and Accounts modules are listed in alphabetical order.
  2. Tap the Add Record icon.
  3. Tap New[record]
  4. In the Add [Record] screen, specify the details and tap Done.

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