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 Edit at the top right of the record
3. Edit any data within that company record
4. Once you have completed entering all of the data into the record, tap Save

See Also:

Deleting Records