To create a record 

1. Go to your preferred module.
   
2. Tap the plus icon ()
   
3. Tap the arrow at the top to switch layout.
   
4. Enter the details and tap Save.
   

1. Add Lead/Contact
   
2. Import from Address Book
   

Quick tip: Tap the Show all fields to expand the layout and view all fields. 

Saving a record to your address book  

To save records to your address book

1. Open the Leads or Contacts module and select the record that you want to save.
   
2. Tap the More () icon and then tap Export .
   

To edit a record 

1. Go to your preferred module.
   
2. Open the record you want to edit.
   
3. Tap the edit icon ().
   
4. Make the necessary changes and tap Save.
   

To clone a record 

Tap the More icon ()  > Clone.

 To delete a record 

1. Open the record you want to delete.
   
2. Tap the More icon ().
   
3. Tap Delete, then confirm in the pop-up.
   

Converting leads

To convert a lead

1. Tap the Leads module. All the leads in the selected view will be listed.
   
2. Tap the record that you want to convert.
   
3. Tap Convert Lead.
   
4. In the Convert Leads screen, specify the necessary details.
   
5. Tap Create New Deal to add a deal.
   
6. Tap Convert Lead .
   
   The lead will be converted and available in the Contacts module.
   Alternatively, you can also check the leads you've converted in the Converted Leads view.
7. 

Viewing records   

1. You can switch between various kinds of list views in your CRM account.
2. To switch between different types of views
   
3. Go to any module.
   
4. Tap the drop-down list at the top and select the list view of your choice.
   
   
   
   

NOTE: You can also create custom views on the desktop site. They will show up on the mobile app as well.

Editing records 

Associating records

To associate records

1. Open the record to which you want to associate another record.
   
2. In the Related tab, tap the Plus icon on the related list item which you want to associate.
   
3. Enter the details and tap Save.
   

View meetings in month view
 

To view meetings in month view

1. Go to the Meetings module.
   
2. In the Record List page, toggle between calendar view and list view to see events.