QuickCreate form

đź’¬ General Discussion
1

Hi All,
I am new to suite CRM , hope you can render some help.
I am not able to find the button/menu that trigger QuickCreate form for lead.

According to help, “The QuickCreate form appears in the subpanels for the module when the Create button is clicked.”

When i click “Create” button, “Create Lead” , always full lead form is loaded.
May i know where is the button/menu to trigger QuickCreate form for lead?

Thanks.

2

For example: If you go into Accounts > [Account Record] > scroll down to the Leads subpanel and expand it > Click create

This brings up the lead quick create

1 Like
3

Thank you. Finally got it.
How do I add this quick create button (for lead creation) to top or side menu ?

Thanks