Add, Edit or Delete a CRM Record

To Add a New Record:

1. Click “CRM”.
2. Click the "Add" button.
3. Fill out the necessary fields to create the record and then click “Save & Close".

To Delete / Edit:

1. From CRM search for the record from the top or from the “Filters” bar on the left.
2. To edit, double-click the record in the data grid, make necessary changes then click “Save & Close”.
3. To delete, single-click on the record in the grid to select it, then click the “- Delete” button at the top.  Be cautious about deleting records - they will be gone forever!

Modified on Thu, 7 Sep, 2023 at 3:52 PM