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Access To Record

Main-Menu-Navigation This feature allows users to maintain any record of any module accessible from the menu.

Record are accessible using the following path :

Go To Main Menu > Marketing & sales OR Any other menu item > Leads (example module)

 

 

create-new-leadadd-50x50Create New Record

Go To Record section, To create new leads, click  on add-50x50That will lead to a pop-up form. Fill in the details related to the new Record and save.

Users can use Go to full option to add Record information in detail if required.

 

Updated on October 1, 2021

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