The Quick Create component allows you to quickly create the customer account without navigating to the customer page. For using Quick Create component:
- Sign-in to the TDS CRM using your username and password.
- Find the Quick Create drop-down menu on the left of the menu bar and select New Customer.
- Give the information in the fields of Customer Name, Website, Phone and Assigned to.
- Click Save.
- You can view this newly created customer account listed among other accounts on the accounts home page. Click the title of the account to open the detailed view in order to perform other operations.
