FAQs in this section
How can I set up lifecycle conditions?
What is the Actions dashboard?
What is the left menu?
What are lifecycle conditions?
How can I set up alerts for @mentions?
How can I set up alerts for Events and Tasks?
How can I set up alerts for emails?
How can I set up Smart Alerts?
How can I set up alerts for idle records?
Can I receive alerts when a record is assigned to me?
How can I logout from Vtiger CRM?
What are record-level analytics?
How can I create charts under record-level analytics?
How can I create a list under record-level analytics?
How can I get key metrics of a record using record-level analytics?
What are the different actions I can perform on record-level analytics?
How can I update a CRM record?
How can I use Quick Create?
What are the benefits of using Quick Create?
What is Quick Create?
Table of Contents
Quick Create is a feature that allows you to create a record such as a Contact, Deal, Event, etc., in different modules in Vtiger CRM quickly 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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