Managing records in iPhone

Managing records in iPhone

Creating records

New records can be added to any module of your choice. If you are creating records in the leads and the contacts module you will also have to option to 'Import from Address Book'.

To create a record
  1. Open the module in which you want to add the record.
  2. Tap the Add  icon on the top right and select Add [Record].
  3. Enter the details and tap Save.

Saving record to Address Book

The leads or contacts that you have added to CRM can also be saved to your address book.

To save records to the address book
  1. Open Leads or Contacts module and select the record that you want to save.
  2. Tap More  >  Export.

Viewing records

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

Editing and deleting records

The records that are added to a module in your CRM account can be edited or deleted.

To edit or delete records
  1. Go to the module and select the record.
  2. To edit the record, do the following:
    1. Tap the Edit  icon at the top right corner of your screen.
    2. Make necessary changes and click Save.
  3. To delete a record, tap the more  icon and select  Delete.

Converting Leads

The leads present in your CRM can be converted into Contacts and assigned to an appropriate owner (user). You can also create a new deal while converting the lead.

To convert leads
  1. Open the lead that you want to convert. 
  2. Tap More  >  Convert Lead.
  3. Tap Create New Deal and add the deal information if required.
  4. Choose the appropriate owner in the Assigned to field.
  5. Enbale the Notify record owner  toggle switch to inform the owner that a record has been assigned. 
  6. Tap Convert.

Associating records

A record from a module can be associated with various records from another module with the help of the related list.

To associate records
  1. Open a record to which you want to associate another record.
  2. In the Related  tab, tap the Add  icon against the related list item which you want to associate.
  3. Enter the details and tap Save.

Managing Subforms

Values can be entered in a subform that is present in a layout. These values are called as line items. You can add, modify, remove them if required.

To add line items 
  1. Go to the subform and click + [Subform Name] or the Add button.
  2. Enter the relevant details and click Save.
  3. Tap  or  add or remove line items in a subform respectively.
To edit line items
  1. Go to the respective module and select a record.
  2. Tap the subform and modify the line item as required.
  3. Tap Save.
Search line items 
  1. In the subform, click the Search  button.
  2. Enter the value you want to search for.
    The search results will be highlighted. 

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