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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.

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