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adding [2016/05/16 11:49]
akrzyzanowski [Adding new items]
adding [2016/05/16 11:51]
akrzyzanowski [Adding new items]
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 When you want to add new record, save new customer details, register a task or create new deal you always use particular **form** to fill the data needed. When you want to add new record, save new customer details, register a task or create new deal you always use particular **form** to fill the data needed.
 {{ :​crm.png?​direct | Creating new item}} {{ :​crm.png?​direct | Creating new item}}
-In the example above there is Form creating new lead. It consist of various fields enabling to fill the information gathered in predefined way. There are many types of fields like text, numeric, data etc. Their names explain what suppose to be filled inside. Number of fields define granularity of data which influence leves of segmentations. For example address of an account is made of separate fields. It allows for filtering accounts from chosen zip code in a [[lists|list view]].+In the example above there is Form creating new lead. It consist of various fields enabling to fill the information gathered in predefined way.\\ 
 +There are many types of fields like text, numeric, data etc. Their names explain what suppose to be filled inside.\\ 
 +Number of fields define granularity of data which influence leves of segmentations. For example address of an account is made of separate fields. It allows for filtering accounts from chosen zip code in a [[lists|list view]]
 +Forms can be adapted to you company needs so you could save the data you need and generate segments you want.