Edit CRM Record Screen
First, go into the lists and select the record you wish to edit. Then click the Edit icon.
This will bring up another screen in which you can edit information in the various fields.
To add more fields to the record, select View Editor from the Actions dropdown menu on the right-hand side of the screen.
Click and drag to add new fields to the record and arrange them in the order you wish for them to appear. When finished, click Save.
Have an additional question about any of our tools that you can't find the answer to? Submit it here and we will be in contact to help you!