FAQs in this section
How do I log out from Vtiger CRM?
What is the Actions dashboard?
What is the left menu in the Actions dashboard?
How do I set up alerts for Events and Tasks?
How do I set up alerts for emails?
How do I set up alerts for @mentions?
How do I set up Smart Alerts?
What are lifecycle conditions?
How do I set up lifecycle conditions?
What are record-level analytics?
How do I create charts under record-level analytics?
How do I create a list under record-level analytics?
How do I obtain key metrics of a record using record-level analytics?
What are the different actions I can perform on record-level analytics?
How do I update a CRM record?
How do I use Quick Create?
What are the benefits of using Quick Create?
How do I receive alerts when a record is assigned to me?
How do I set up alerts for idle records?
What is Quick Create?
Table of Contents
Quick Create is a feature that allows you to create a record quickly, such as a Contact, Deal, Event, etc., in different modules in Vtiger CRM by filling in only the necessary details.
You can access this feature by clicking the Add icon located on the top right side of your screen.
To know more about Quick Create, click here.
You can access this feature by clicking the Add icon located on the top right side of your screen.
To know more about Quick Create, click here.
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