Create Records using Android

Create Records using Android

You can create leads, accounts, contacts, potentials, cases, tasks, events, calls, products and quotes from your Android phone. Whiling adding leads and contacts, you have two options: to add a record or import from Address Book.

To create a record

  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. Tap the Add Record icon.
  3. In the Add [Record] screen, specify the details and tap Save.

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