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Quick Create Contact in the Deals Module CRMv5
Quick Create Contact in the Deals Module CRMv5

Now you can directly create new contacts in the deals module

Rudi avatar
Ditulis oleh Rudi
Diperbarui lebih dari satu minggu yang lalu

At this time in the deals module, if you want to make new contacts and directly make deals with the new contact you created, you can already do it in the deals module as follows:

  • The first thing you do is
    enter the settings menu > then select general

  • After you enter the general settings

  • Then you select Advance> scroll down select the Deals column

  • Default for "Quick Create Contact" (NO)

  • After that select YES

  • If you have clicked the SAVE & APPLY button

Here are the differences between Quick create contact NO and YES

  • If the Quick create contact is NO in the Create contact field there is no CREATE CONTACT button

  • If the Quick create contact is YES in the Create contact field there is a CREATE CONTACT button

  • Where the button will make new contacts quickly without having to move modules

  • The following display of quick create contact

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