Managing Records Overview

SalesNOW helps you to manage a number of different types of records, including: Contacts, Companies, Leads, Deals, Emails, Calls, Meetings and Tasks.

This section describes how to manage your records in a number of ways:

• Sorting Records sort a list of records in a number of ways
• Filtering Records filter records to hide records that you don't need to see
• Exporting Records export records to a spreadsheet
• Searching Records (Basic) search records based on basic criteria
• Searching Records (Advanced) search records based on advanced criteria
• Record Ownership how to manage record ownership
• Secondary Record Ownership what is a secondary record ownership
• My | My Secondary |All Record Views three different record views
• Sending Records to my BlackBerry sending a record to your BlackBerry
• Managing Multiple Records acting on multiple records

Note: To learn more about a specific record type, such a contact record, company record or deal record, refer to the section that covers that specific record type.

See Also:

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records