Creating Records

A record is a piece of information about the specific organization such as person, Mobile Number, Email, Company Name, Industry, etc, which is store in a place. You can create multiple records in any Module.

How to create a Record?

Let us take the example of the Leads Module. To create a new record follow the steps given below:

1. Go to Main Menu > Marketing  > Leads Module. 
2. Click on the Add Lead button on the top right side. 
   
   
   
   
3. Fill the Lead form by providing the details of a lead like First Name, Last Name, Mobile Phone, etc.
4. Click on the Save button.