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Quick Create

quick-createQuick 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

  • 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 October 1, 2021

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