Using this method, you can directly create the leads from any page. Now follow the given guide to learn how to use quick create control to create a new lead.
- Sign-in to the TDS CRM using your username and password.
- You will notice the Quick Create box at the left of the second line of the header.
- Click the drop-down list and select New Lead.
- It will display the dialog box of Quick Create.
- Give the information about First Name, Assigned to, Phone, Last Name and Email.
- Click the Save button.
- This will create the lead and take you to the Edit page where you can edit details, add
- more details and perform other actions.