Records Module
Use the CRM module to manage all of your business' records.
- Introduction
- How do I search for CRM records?
- How do I change the sort order of CRM and Team Records?
- How do I change how contacts are displayed in the CRM and Team modules?
- How do I add a record?
- How to open a record
- How do I edit a record?
- How do I delete a record?
- How do I share a CRM record?
- How do I export a CRM record?
- How do I set my default CRM category?
- [NEW] How do I update a CRM or Team Record's Category Type?