Mac - Manage records
- Go to the desired module.
- Click the Add Record icon.
- Specify the details.
- Click Save.
- To edit a record, click the Edit icon in the record details page.
- Modify the details, then click Save.
View record details
Go to the desired module and click the record you want to view. The following details will be visible as tabs:
Info tab - Displays all the available information about the record, such as name, email, phone etc.,
Available in all the modules.Notes tab - View and create notes related to the record.
Available in all the modules.Files tab - View and upload files related to the record.
Available in all the modules.Pipelines tab - Displays team pipelines related to the record. Available in all the modules except the Activities module.
Related tab - View open activities, closed activities, pipelines, contacts related to the record.
Available in Contacts and Pipelines modules.
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