Create and update CRM records

Product Zbix CRM · Version 1.2.0 · Source reviewed · Reviewed 28 October 2026
Audience CRM users and sales teams · Deployment All supported models

Overview

Leads, Accounts, Contacts, Deals, Activities, Products and Quotes use consistent list and detail patterns. Each module also applies its own relationships, validation and lifecycle rules. Published organization layouts may add required fields or rearrange the form.

Purpose

Maintain reliable customer information while preserving ownership and history.

Prerequisites

• Create or edit permission for the target module.

• Assign permission if you will select a different owner.

• The related Account, Contact or Deal, when needed.

Procedure

1. Search for an existing record before choosing Create. A matching email or product code may already exist outside your visible list.

2. Select Create on the module page and complete all starred fields. Use relationship lookups instead of copying names into unrelated fields.

3. Enter valid email addresses, nonnegative monetary values and the intended currency. Review custom fields and section headings configured by your administrator.

4. Save, then open the record to confirm its owner, relationships and values.

5. For later changes select Edit, save the revised values, and review available history or timeline information. Use dedicated lifecycle actions for conversion, approval or issuance.

Expected result

The validated record is saved and becomes available within its permitted scope.

Important notes

• Record names are limited to 200 characters. Lead/contact email duplication is checked within the same module and organization; product codes are also checked.

• Converted Leads and finalized commercial snapshots have controlled editing restrictions.

• Delete and bulk actions can affect multiple records. Review the selected rows and the displayed confirmation before proceeding.

Troubleshooting

• Duplicate email or code: search and update the existing record or ask an authorized colleague to resolve it.

• The form rejects a relationship: a Contact must belong to the selected Account, and commercial relationships must match the selected Deal.

• Required custom data is missing: complete the configured field rather than replacing the layout.

Related articles

• Manage Leads

• Manage Accounts

• Manage Contacts

• Manage Deals and pipeline stages

• Fields and Layouts