Quickly and easily add records from you list pages. Adding a record from the list page will auto create and save a record in that record type.
Note: If you are not on your list pages, you can use the “+” icon in the right-hand sidebar to quickly add a record. Please note that this will add a “Prospect” or “Lead” equivalent.
Records can be deleted however this function is reserved for admin roles only.
Yes! You can do so in bulk from a list view or one by one from within a record using the “Convert” dropdown.
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