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vtiger CRM by Ian D. Rossi

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Time for action - using Quick Create

  1. Click on the Quick Create menu to the right of the main module menu and then choose New Lead:
    Time for action - using Quick Create
  2. Now, you'll see a form pop up without any page reload. Fill it in and click on Save:
    Time for action - using Quick Create
  3. Now our lead is in the system:
    Time for action - using Quick Create

What just happened?

We used the Quick Create feature to create a lead easily with only one page load. You use the Quick Create feature to create accounts, to-dos, contacts, potentials, tickets, and more.

Using ...

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