Record View

Click on any Record to view, edit or delete its information from either Maps or List View. 

To view or edit the information of a Record from List View:

1. Navigate to List View by clicking “Records” via the main navigation menu  
2. From List View, click the desired Record to load its details
3. From here, you can view the Record or edit any fields
4. Click "Save Changes" once you are finished editing.

To view or edit the information of a Record from Map View:

1. Navigate to the Map by clicking “Maps” via the main navigation menu
2. From Map View, click the desired pin to load a box with the record’s name and address
   
   
   
   
3. Click on the record name
4. From here, you can view the Record or edit any fields
5. Click “Save Changes” once you are finished editing.

You can also tab on the top quick action buttons to perform any of the functionalities. 

Note: To use these functions, a website, phone number, email address, and physical address must be added to the record.

• Visit site(For Company records only): This will take you to the Company’s website
• Call: Make a call right from your computer to the phone number registered.
• Email: Send an email to the email address registered on the record
• Get directions: This will open a separate window that takes you to your selected routing app with directions to get to that location.

The record view consists of the following tabs:

• Details: See location and basic information about the Company
• Activities: Visualize recent activities in a scatter plot chart and add new Activities
• Relationships: View people, deals, and routes associated with the record
• Notes: See a log of all notes associated with the record and add new Notes
• Files: See all files uploaded in the record and add new files

To delete a Record:

1. From List or Map View, click into a Record to navigate to Record View
2. Scroll to the bottom of the page and click "Delete"
3. If you're sure, click "Yes" to confirm