Add Records at Once with the Quick Add Form

The Quick Add Form creates a company, a deal and a person in one step and links them together, so you don't have to jump between three forms.

Turn On the Quick Add Form

Before you start: Account Admin permissions required for this part.

1. In the lower-left corner, click Settings.
2. Click the Data Entry tab.
3. Click Quick Add Form.
4. Turn on the toggle.
5. Choose which system and custom fields appear for Deals, Companies and People. Keep it to the essentials — that's what makes the form quick.

Add Records with the Quick Add Form

1. In the top navigation bar, click the + icon.
2. Select Quick Add Form.
3. Fill in the company, deal and person details.
4. Submit the form.

Pipeline CRM creates all three records: the deal and the person are both linked to the company.

Conditional field rules override the Quick Add Form's field list. If a rule makes a field required, it appears on the form even if you didn't include it. See Require or Lock Fields with Conditional Fields.

Need help? Contact support at customercare@pipelinecrm.com.