Yathit Mobile App provides you with all the functionality you need to create new records, edit existing ones, and delete records you no longer need.

Creating Records

  • From your home screen, you can hit the plus sign to add a new record.
  • Add the contact’s name, contact details, and job details.
  • Link the record to other relevant records like companies, accounts, tasks, etc.
  • Select the lead source, assign the record, and add a campaign.
  • Add in descriptions and updates as needed.

Editing Records

  • Select an existing record and click the “edit” action button .
  • Edit the contact’s name, contact details, and job details.
  • Link the record to other relevant records like companies, accounts, tasks, etc.
  • Edit the lead source, assignee, campaign, and more.
  • Add descriptions and updates.

More Actions

The context-sensitive, three-dot menu provides you with more options for each of the records.

  • Go into a record and click the three dots in the top right hand corner.
  • Select “Open in Web” to open this up in your native CRM app in your web browser.
  • Select “Share” to share a direct link to the record through many popular applications including email, Slack, Skype, and other communications software.
  • Select “Delete” and you will be able to delete the record, you will need to confirm any deletions.