DEALERSIP User Manual


Contents

Quick Update Window

DEALERSIP User Manual/CRM

In various sections of the system, you may encounter the Lead Quick Update window. This feature allows for inline editing, meaning any changes made in this window are saved instantly, regardless of the save state of the form where the window appears.

For example, If the Lead Quick Update window is accessed within the Activities form, lead information will be updated immediately as you make changes, even if the form itself has not been saved. This ensures quick and seamless updates to lead details across the system.