FAQs in this section
How can I extend my trial period?
How can I logout from Vtiger CRM?
What is a sales pipeline?
What is the Standard pipeline?
Can I have multiple pipelines in Vtiger CRM?
How can I create a new pipeline?
Can I reuse stage names across pipelines?
Can I delete a pipeline?
Can I restore a deleted pipeline?
Can I delete a sales stage?
What are the limitations on custom stage names?
What is the maximum number of pipelines I can set up?
What is the maximum number of sales stages I can have in a pipeline?
What changes are allowed on the Standard pipeline?
What are the benefits of having multiple sales pipelines?
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 for a record by using record-level analytics?
What actions can I perform on record-level analytics?
How can I update a CRM record?
Can I get a demo of V8?
What is Quick Create?
What are the benefits of using Quick Create?
How can I access settings in Vtiger CRM?
How can I change my CRM settings?

How can I use Quick Create?

Quick Create is a simple feature that you can access from all the screens in Vtiger CRM.
You will find it on the top right side of the screen – the icon is called Quick Create.

Follow these steps to create a record using Quick Create:
  1. Click the icon displayed on the top right side of your screen.
  2. Choose a module.
  3. Click Show all to view all the modules you can create records in, using Quick Create.
  4. Enter all the mandatory details.
  5. Click:
  • Save to save the record.
  • Save and Continue to save the record and go to its Deep Dive View.

Note: Clicking Cancel discards all the information you entered.
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