Working with records

Comments, files, views, tags, imports and handing records over.

Record tabs

1.Comments

Leave notes for your team on leads, contacts, accounts, deals, quotes, contracts, subscriptions and assets.

2.Attachments

Keep files such as price lists and signed contracts on leads, contacts, accounts, deals, quotes, contracts, subscriptions and assets.

3.Timeline

Read a record's timeline to see every change, email and activity, open each entry to see what changed, and see the history of one field.

Record actions

4.Lock and unlock a record

Lock a lead, contact, account or deal so nobody changes or deletes it by mistake, and unlock it again.

5.Clone a record

Copy a lead, contact, account, deal, quote, contract, subscription, asset, task, meeting or call as a starting point for a new one.

6.Delete and restore a record

Delete records you no longer need, and bring back deleted leads and accounts within 30 days.

7.Change owner

Hand all of one person's leads, contacts, accounts, deals and more to someone else in one step, for example when they leave or change role.

8.Tags

Label leads, contacts, accounts, deals and contracts with coloured tags, and manage your company's tags and tag groups in Data Management.

Lists and search

9.Custom views

Save filtered lists as views for leads, contacts, deals, tasks and more, build their conditions, and manage System, Organization and Personal views.

10.Global search

Find any lead, contact, account, deal or task, or jump to a settings page, from anywhere in the CRM with Ctrl K.

Import

11.Import from CSV or Excel

Import leads, contacts and accounts from a CSV or Excel file using a saved import template, and read the summary of what was added and skipped.

12.Import templates

Create import templates that map your spreadsheet columns to lead, contact and account fields, clean the values with rules, and manage your templates.