Creating and Editing

Yathit Gmail Addon provides you with all the functionality you need to create new records, edit existing ones.

Creating Records

• 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.

Editing Records

• 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.