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How to record CRM activities using Quick Create

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:

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

Enter the details in the form and click ‘Save’.

Updated on 21 August 2023

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