The Quick Add Form allows users to create records for a Company, Deal, and Person simultaneously within a single, simplified form. This integrated approach accelerates data entry while maintaining data consistency across related records.

How to Use:

1. Accessing Quick Add Forms:
   • Navigate to Account Settings.
   • Please scroll down to find the Quick Add Form option and enable it. Direct link here
   • Configure the form to include system and custom fields across Deals, companies, and people. 
2. Using the Form:
   • Click the Add button on the CRM on the top navigation bar
   • Select the Quick Add Form option. A minimalistic form appears, requesting only essential information to create the records.
   • Enter the necessary details for the Company, Deal, and Person. Information entered here will automatically link these records according to your entries.
3. Creating and Linking Records:
   • Upon filling out the form and submitting it, a Company, a Deal linked to this Company, and a Person linked to the Company will be automatically created and interlinked.

Why It’s Beneficial:

• Unified Entry Form: This form cuts down on the time spent switching between different forms, reducing complexity and the potential for errors.
• Relevant Fields Only: The form includes only the necessary fields to ensure a faster and more efficient data entry process.

Advance Configuration

If you have set up conditional fields for creating deals, companies, or persons, these rules will supersede the Quick Add Form Configuration. As a result, you might notice additional fields appear that are specific to the conditions set, regardless of their inclusion in the initial Quick Add form setup.