Click on the blue icon in the modules menu. Select ‘Create Task’. Click ‘Save’ once you finish. If you’ve configured the SMTP email settings, you can select ‘Save and send invitation’ to save the task and email the task notification to the assigned team member.

Click on the blue icon in the modules menu. Select ‘Create Opportunity’. Enter information about the opportunity in the following fields: Contact: Click the contact field to select an existing contact or create a quick company and contact. Note that the company field automatically populates when you select a contact….

Click on the blue icon in the modules menu. Select ‘Create Calendar Event’. Enter a title for the calendar event Enter a summary of the calendar event in the title. Enter calendar event information Recurring calendar event (optional) You can turn regular appointments into recurring calendar events. Tick the checkbox to…

Click on the blue icon in the modules menu. Select ‘Create Quick Note’. Enter a summary of the activity in the title. Enter information about the activity in the ‘Info…’ section. Optional: Click to expand the ‘More Info…’ panel and enter additional information such as the status or outcome. Note…

With the Quick Create menu, you can record an activity, calendar event, task, or opportunity from any module. Just click on the blue icon to create a CRM activity. Select a CRM activity: Enter the details in the form and click ‘Save’.