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.
This will bring a dropdown list of actions you can choose.
Simply click on the desired action, save your work and continue with your previous task quickly and easily.