Creating Records from the Mobile Home Page
At the top of the Navatar Mobile homepage, you have the option to create an interaction, firm, or contact record. Tap the type of record that you would like to create, and then
Creating Records from the Mobile Object Pages
In addition to the few records that you can create from the homepage, you also have the option to create records of other types, such as deals, funds and fundraisings. From the menu option in the bottom right of the app, select the object that you would like to create. Then, click the “new” button in the top right corner and follow the prompts to create the record.