Yes, you can create a service record by clicking the + icon, Quick Create, present on the right-hand top corner of the screen.
Follow these steps to create a record using +, Quick Create:
- og in to the CRM.
- Click the + icon displayed on the top right side of your screen.
- Type Service in the search bar.
- Select Inventory > Service. The Add Service window opens.
- Click View full form. The Creating Service window opens.
- Enter or select information for the following sections.
- Service Details
- Pricing Information
- Description Details
- Revenue Schedule Information
- Click Save.
- Click Cancel to discard all the information you entered.
To learn more about Quick Create, click
here.