Creating records

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

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

Viewing records

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

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

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

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

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.
   

1. Go to the respective module and select a record.
   
2. Tap the subform and modify the line item as required.
   
3. Tap Save.
   

1. In the subform, click the Search  button.
   
2. Enter the value you want to search for.
   The search results will be highlighted.