Creating Records

You can create records within modules from various different ways as shown below.

Select “CREATE” option in the Navigation Menu.
Click the record ( Eg : Contacts,Account,Leads, etc.) that you need to create in any of the tabs at Navigation menu and then select the create option in the side panel.

Once you click the create button, you will be taken to the creation screen. This is essentially the Edit View. This allows you to fill in the appropriate data for that record. Fields with the red star(*) are required fields. Validation is performed so that a record cannot be saved within the CRM unless data is valid for required fields.

Once you have populated all data for the record, you can save the record which will create the record within the module in the CRM. Once saved, you will be redirected to the Detail View of the record you have created.

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Creating Records