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Quick Add Form

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Joss Rodriguez
Updated 4 days ago
The Quick Add Form is your shortcut to creating and linking records simultaneously, saving you time and keeping your data tidy. No more bouncing between screens or losing track of connections.

How to Use the Quick Add Form

1. Enable Quick Add Form
  1. As an admin, go to Settings in the lower-left corner.
  2. Select the Data Entry tab and click on Quick Add Form.
  3. Toggle it on to enable.
  4. Configure which system and custom fields you want to include for Deals, Companies, and People.

2. Add New Records
  • Click the + plus icon in the top navigation bar.
  • Select Quick Add Form.
  • A streamlined form will appear, requesting only the essentials. 
3. Enter your data and Submit
  • Fill in information for the Company, Deal, and Person.
  • Instantly, a Company, Deal (linked to the Company), and Person (linked to the Company) are created and connected.

Why Use Quick Add Form?

  • Unified Entry: Skip the hassle of switching between forms—add everything at once.
  • Efficient Data Entry: Only the most relevant fields are shown, so you can move quickly.
  • Consistent Records: Linked data means fewer errors and better organization.

Advanced Configuration

If you’ve set up conditional fields for Deals, Companies, or People, those rules will override your Quick Add Form settings. You might see extra fields pop up based on your conditions—even if they weren’t included in your initial setup.

Pro Tips

  • Use Quick Add Form for onboarding new clients or deals to save time.
  • Review your field configuration regularly to ensure you’re capturing the right info.
  • Conditional fields help you stay flexible—don’t be surprised if extra fields appear!
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