Actions that can be performed on a record
Changing Record Owner
The ownership of a record in your CRM account can be changed to another user along with the open activities.
To change the record owner
- Go to the module and open the record.
- Tap Edit > [Module] Owner.
- Choose the new owner from the popup and tap Select.
- Select the appropriate checkbox
to notify the record owner and transfer Open Tasks, Meetings, and Calls.
- Click Done.
Uploading Photo
You can upload the record images of the Leads, Contacts etc. in your CRM account. You can either capture a new image or select from your photo library.
To upload image
- Go to leads/contacts module and select a record.
- Click More
>
Upload Photo.
- Take a photo or Select a photo from the library and click Save.
Record voice notes
After a meeting if you would like to include your thoughts, instead of typing, you can record it. The recorded voice note can also be converted as a text. The audio file can be a maximum of 2 minutes long.
To record voice notes
- Go to the module and select the record to which you want to add a voice note.
- Tap the Voice Note
icon against Notes.
- Tap the red button to start
and stop
recording.
- You can either tap Save Voice Note to save it as an audio file or Convert as Text Note to convert the recording into a text.
Scan documents and add them as attachments
You can scan documents and add them as attachments to a record.
To scan documents
- Go to the module and select a record.
- Tap the Add
button next to Attachments and select Scan Documents.
- Capture and Save the document as PDF.
Access your files securely from anywhere
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