Skip to main content

Add a New Record

How to add a new record to a table

To perform this task, your account will require Admin or Write permissions.

Once saved to the table, records will be immediately visible to all users in a workspace.

To create a new record

  1. Click on the plus icon located on the top panel of the table
    ​


    ​

  2. Populate each field and add any applicable attachments​
    ​

    Next Generation- Add a New Record_Image 2
  3. Click Save


​


​We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.

Did this answer your question?