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 to create a Lead using Quick Create?
Table of Contents
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:
Follow these steps to create a lead using Quick Create:
- Log in to your CRM account.
- Click the + icon on the top of your CRM screen.
- Select Leads under Essentials.
- Fill out the necessary fields.
- Click Save.
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