QUICK START AND QUICK CREATE

The Quick Create command makes it fast and easy to enter almost any type of information into the system. The command is on the nav bar, so it’s always available whenever you need to enter new info into the system.

With Quick Create, you need to complete only a few fields. Later, when you have more time or more information, you can fill in more details.

You can quickly create:

• Contacts
• Accounts
• Leads
• Opportunities
• Campaign responses
• Competitors
• Activities: tasks, phone calls, email, or appointments

Create contacts, leads, activities and more

On the nav bar (the blue bar at the top of the page), choose the plus sign, and then choose the item you want.

To create tasks, phone calls, emails or appointments:

Fill in the fields, and then choose Save.

If you would like to continue adding information, choose View Record. To create another one, choose Create Another.