Create New
You can quickly create a new:
- Event
- Task
- Report
- File
- Campaign
- Lead
- Account
- Contact
- Opportunity
- Product
All right from the home page.
Search
Before you create anything new, you need to check whether it already exists.
Select Create New...
If the item/record you are about to create does not already exist, then click "Create New..."
Click the object in which you want to create a new record
Click on what you would like to create
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