FAQs in this section
Can I convert multiple Leads at once?
How do I convert a Lead?
How can I get notified when a Lead is assigned to me?
Is it possible to delete all Leads?
What is Contact or Lead Generation?
How do I enable the Leads module?
How do I create a Lead from the Leads module?
How do I transfer Lead ownership to another Sales rep?
How do I export Leads?
How do I create a Quote from a Lead record in Vtiger CRM?
Is it possible to create Quotes directly from a Lead record in Vtiger CRM?
How can I find out when and how I last contacted a lead?

How to create a Lead using Quick Create?

Quick Create is a handy option that lets you create records from anywhere in the CRM. You can identify Quick Create by the + icon on the top bar of your CRM screen.
Follow these steps to create a lead using Quick Create:
  1. Log in to your CRM account.
  2. Click the + icon on the top of your CRM screen.
  3. Select Leads under Essentials.
  4. Fill out the necessary fields.
  5. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube