Quick create feature

Burcin Topal

Quick create feature

04 February 2021 , New Features

Versatility is always a great trait to have. It is not any different for a program to carry that trait. This wonderful feature allows users to be able to quickly create a new action while in the middle of another task. Say for example you’re in the middle of creating a quotation, but just got a message or a call and you need to quickly create an opportunity. You can quickly do this without leaving the current task at hand. See how below:

Simply click on the plus icon located on the top right of your current page.

Quick create feature

This will bring a dropdown list of actions you can choose.

Quick create feature

 Simply click on the desired action, save your work and continue with your previous task quickly and easily.

Quick create feature

As the name suggests, ‘Quick Create’ allows you to quickly perform a new task without having to leave your current task.