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?
What are the benefits of using Quick Create?
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Here are the benefits of using Quick Create:
- Quick Create is available on all screens, making it easy for you to create a record from anywhere.
- It saves valuable time as you do not have to switch between modules to create records.
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