How to Record CRM Activities Using Quick Create

With Quick Create, you can efficiently record an Activity Note, Calendar Event, Task, or Opportunity from the main menu bar.

Click on the blue icon to create a CRM activity.

Select a CRM activity.

Enter information about the activity and click ‘Save’.

For detailed instructions, please refer to the following guides:

• Create Quick Note
• Create Calendar Event
• Create Task
• Create Opportunity