Create a record

Most records start on their own when a lead is converted to a contact. Create one by hand when the work didn’t come through a lead, for example a customer who walks in, or a second job for a customer you already have.

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Create a new record

1. Go to Records and click New…. Choose the kind of record, for example Enquiry.

   

   On a type’s own tab, the button already says what you’ll create, such as New enquiry.

2. Fill in the dialog:

   

   1. Record type: already set from your choice. Change it here if you picked the wrong one.
   2. Title: the only field you must fill in. Use something your team will recognise, for example 4 kW rooftop — Vadavalli, Coimbatore.
   3. Stage: leave First stage of the pipeline, or pick a later stage if the work is already under way.
   4. Contact: pick the customer. Leave No linked contact if you don’t know who it is yet.
   5. Value: type the amount. Short forms work: 2.4L becomes = ₹2,40,000 below the box.
   6. Create enquiry: saves the record. The button stays grey until the title is filled in.

3. Fill in the rest if you have it:

   • Reference: your own code (optional).
   • Currency: INR · Indian Rupee unless you sell in another currency.
   • Owner: the team member responsible. Unassigned if you’ll decide later.
   • Source, Campaign and Ad id: where the work came from. Leave Not recorded if you don’t know.
   • Your type’s own fields, such as Site address, Roof type, Monthly electricity bill (₹) and Sanctioned load (kW).

4. Click Create enquiry (the button carries your record type’s name).

The record opens, at the stage you chose.

Important

• A quote and its advance go to a person. If you leave Contact empty, the record’s Money card shows Link a contact first; a quote goes to a person. Add the contact later with Edit details.
• If the contact is still an unconverted lead, Setaflow shows Convert this lead to a contact first. Click Convert to contact, then create the record.
• If you close the dialog with changes, Setaflow asks before it throws them away.

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Common errors

Message	What to do
Not a valid amount	Type a number, such as 240000 or 2.4L.
Value cannot be negative	Remove the minus sign.
Convert this lead to a contact first.	Click Convert to contact in the message, then try again.

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Change a record’s details later

Open the record and click Edit details. You can change the title, reference, owner, value, currency, campaign, ad id and your type’s own fields. Click Save changes.

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What’s next?

• The record page
• Move a record to another stage

Related articles

• Records overview
• Add a contact
• Record types and stages