1. Home
  2. Quick Create

Quick Create


Quick Create

This feature allows users to add frequently accessible modules from the list on your home screen to avoid module access time using Quick Create feature

create-new-leads create-new-leads

  • Click on any of the modules in the list of quick create features to add on screen.
  • Enter required details in the pop-up form OR,
  • Click on Go to Full which will lead to a details form with more fields with respect to the selected module.
  • Save the details.
Updated on May 3, 2023

Was this article helpful?