Quick Edits in Entity Records

To perform quick edits in entity records (job, deal, candidate, contact, organization), follow these steps:

1.Log in to ATZ CRM and Navigate to the Entity Section:

Once logged in, go to the relevant section (Jobs, Deals, Candidates, Contacts, or Organizations) from the main dashboard or sidebar.

2.Search and Select the Entity to Edit:

Use the search bar or browse the list to find the entity record you wish to edit.

3.Quick Edit:

For quick editing, click on a pencil icon or directly click on the field you want to change.

Make the required changes to fields such as name, email, phone, or other custom fields.

4.Save Changes:

After editing, make sure to save your changes by clicking on the Update button.

Done, you have performed quick edits in ATZ CRM successfully!

If you need to edit other entities record, simply repeat the process for each one.