Tutorial
Inspect the new lead form without saving
Open the new lead form, inspect name and contact fields, and return to the list without saving.
Kalahamoon team
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What this lesson covers
Open the new lead form, inspect name and contact fields, and return to the list without saving.
Before you start
Sign in to the intended workspace. Real contact information is not required to explore the form.
Follow the walkthrough
Open the new form from the leads list.
Locate the name and contact fields.
Close the form without saving and return to the list.
Check the result
Returning to the list is the outcome; the scenario saves no new lead.
Using this in your workspace
Use the customer lifecycle lesson to create and verify a saved record. Search existing contacts by phone before creating one.
About this video
Recorded in Kalahamoon 2.33.1 with Persian on-screen captions and background music, without narration. This scenario includes simulated data or responses; verify the outcome independently in your own account.
