Creating and Editing
Yathit Gmail Addon provides you with all the functionality you need to create new records, edit existing ones.
- From your Home Card or Record Card, you can press EDIT action button to create a new record.
- Add the contact’s name, contact details, and job details.
- Add in descriptions and updates as needed.
- Select an existing record and click the EDIT action button.
- Edit the contact’s name, contact details, and job details.
- Edit the lead source, assignee, campaign, and more.
- Add descriptions and updates.