New Forms and Launchpads

To create a new form, click on the green plus icon in the lower-right corner of the app.

 

To create a new form from a template, choose the template from the templates tab. To create a new form from a launchpad, choose the launchpads tab first, then select the launchpad.

This will open the mobile New Form Wizard where you will be prompted to enter any required fields in the template (i.e. a Contact, Account or Opportunity) before completing the form.