Saving Functions

Damani D. shared this question 2 hours ago
Answered

What should happen when you use the save and close button versus the save as copy button?

I saved some edits to inventory manuals using the save and close button and everything seemed to save although nothing actually closed but when I went back shortly after all of the titles I input did not save. Should I be using save as copy instead?

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Close = do not save any changes you have made to the lead.

Save & Close = save changes to the lead, and go back to leads view mode.

Save as Copy = saves a duplicate of the lead using any changes you’ve made-remember to make changes to dates!

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