How do I add or edit records?

1. To add a new records, tap the + plus icon at the bottom of the screen.
   • For contacts, you can import contacts from your device, scan a business card, or scan a QR code.
   • Enter the required properties, then tap Save in the top right.
2. To view or edit an individual record, tap the record’s name.
   • This will bring up a screen where you may edit that record.
   • To edit a deal’s stage or a ticket’s status, tap [Stage/Status] under the record’s name, then tap the [stage/status] you want to move the record to.
3. Tap the About tab to view and edit a record’s properties.
   • On an Android device, you can tap a property to edit its value. Type to enter a value or, for select-type properties, select an option.
   • On apple, to edit other properties, tap Edit next to About this [record].
4. To delete a record, tap the About tab.
   • Then tap Edit next to About this [record].
   • At the bottom, tap Delete.
   • In the pop-up box, tap OK to confirm.
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