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 Company tab and follow these steps:
Scroll the trackball up or down and click the trackball to select the company record, such as ABC Manufacturing, that you would like to view or edit.
Edit any data within that company record
Once you have completed entering all of the data into the record, click ESC to choose one of three options:
Save to save the changes to the company record
Discard to not save the changes to the company record
Cancel to continue working on this company record