iPhone - Manage records

Create and edit records

Go to the desired module.
Tap the Add Record icon.
Specify the details.
Tap Save.

Similarly,

To edit a record, tap the Edit icon in the record details page.
Modify the details, then tap Save.

View record details

Go to the desired module and tap the record you want to view. Each module has a set of tabs containing specific information.

Info tab - Displays all the available information about the record, such as name, email, phone etc

Available in all the modules.

Timeline tab - View the history of a record from its inception.

Available in the Contacts, Companies, and Pipelines modules.

Notes tab - View and create notes related to the record.

Available in all the modules.

Emails tab - View email correspondence related to specific record.

Available in the Contacts, Companies, and Pipelines modules.

Files tab - View and upload files related to the record.

Available in all the modules.

Related tab - View open activities, closed activities, contacts related to the record.

Available in the Contacts, Companies, and Pipelines modules.

Pipelines tab - Displays team pipelines related to the record.

Available in all the modules except the Activities module.

Stage history tab - View the different pipeline stages a record has passed through.

Available in the Pipelines module.

Conversations tab - View all internal and external communication related to specific records.

Available in the Pipelines module with the email-in topping.

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