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Quick creation from the Dashboard
Quick creation from the Dashboard
Training avatar
Written by Training
Updated over 3 weeks ago

On your Android device, you can create any activity, event, task, contact, opportunity, account and orders from within your Dashboard.

To start using this quick access, click on the “+” button that is in the right bottom of the screen and choose what to create:

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From now on, the creation form will be the same in the different menus. Easy right? Your CRM faster than ever.

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