uk/about-us/news/2015/july/07/save-time-create-a-new-customer-contact-person-and-sales-activity-in-one-single-step
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Save time with "Quick Create"

Setup the “Quick Create” button in 3 easy steps

1. Go to an Organisation main view and click the wheel “Main view settings
Setting Up Quick Create 1

2. Click on “Configure” to setup the “Create new contact” button
Setting Up Quick Create 2

3. Choose the fields you wish to register on the organisation, person and activity when you “quick create”, then “Save
Setting Up Quick Create 3


Use the “Quick Create” button

Click the icon “Create new contact” in the main view and fill in the fields you need. Save.
That’s it! You have created the organisation, person and activity in one single step.

Using Quick Create

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webCRM was founded in 2005 and is present in 11 countries. We’ve had profitable growth year after year from day one. webCRM has been awarded the Gazelle prize for 5 consecutive years as recognition of exceptional growth.

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