When does a message appear to confirm that you have created a record?

A confirmation message appears when you have successfully created a new record, your lead conversion is in-progress, and your lead conversion is complete. These messages remain briefly before closing automatically. You also have the option to close the message.

The confirmation message appears for the following sales objects:

  • Leads

  • Opportunities

  • Accounts

  • Contacts

  • Tasks

  • Appointments

  • Call reports

  • Assets

  • Service requests

  • Custom objects

When a new record is created, the confirmation message contains a Review button which opens the new record if you tap it.

Note: This doesn't apply to lead conversion in-progress or complete messages.

If you're offline when you create a new record, or convert a lead to an opportunity, the confirmation message appears when you're back online.