Viewing and Editing Records

To view or edit records in SalesNOW, start by tapping the appropriate tab - such as Contacts, Companies, Leads, Dealsor Cases - to display the list of records. To edit a Company record, for example, tap on the Company tab and follow these steps:

1. Tap on the record that you would like to view or edit.
2. Tap the Menu button at the bottom of the screen. If you cannot see the option to Edit tap More.
3. Tap Edit and make the desired changes to the Company record.
4. Once you have completed entering all of the data into the record scroll to the bottom of the screen and tap Save

See Also:

Deleting Records