Edit / View Mode - Mobile

Never accidentally make changes to a record again. Within a mobile record, tap into the new "Details" tab to edit the Company, Person, Deal or Activity and follow these steps:


  • First, navigate to the new "Details" tab
  • Tap "Edit"
  • Edit fields, like name and phone number, as normal
  • Remember to tap "Save" in the top right corner

This simple change will ensure your data is clean by avoiding any undesired edits.