FAQs in this section
How do I log out from Vtiger CRM?
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?
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?
What is the Actions dashboard?
How do I set up alerts for @mentions?
How do I set up Smart Alerts?
How do I set up alerts for idle records?

What is Quick Create?

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.
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