Viewing and Editing Records

To view or edit records in SalesNOW, start by tapping on 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 and tap Edit. If Edit is not an option tap More and then tap Edit
3. Edit any data within that company record
4. Once you have completed entering all of the data into the record, tap Save at the bottom of the page

See Also:

Deleting Records