To view or edit records in SalesNOW, start by clicking on the appropriate tab - such as Contacts, Companies, Leads or Deals - to display the list of records. To edit a company record, for example, click on the specific company name ABC Manufacturing for example. This will open the company record for ABC Manufacturing. To edit any data within that record, click edit.
Once you have completed editing the record you have two options:
Click Save & Close to save your changes and display this company record, or
Click Cancel to not save your changes and display this company record.
To edit custom fields on any record, scroll down the record to the custom bar and click edit. Follow the steps above to save your changes.