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  • Using the Quick Add Menu

    Using the Quick Add Menu

    Within Teamwork CRM, you can quickly add new items from anywhere in your site, by clicking the + button in the top right of the navigation bar. 

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    Using the quick add menu, you can: 

    • Add a lead
    • Add an opportunity
    • Add activity
    • Add a contact
    • Add a company
    • Add a user
    • Add a product

    For more information, see: Using the Teamwork CRM Navigation Bar
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    Related Articles

    • Using the Product Switcher
    • Using the Teamwork CRM Navigation Bar
    • Activities
    • Products
    • People
    • Opportunities
    • Leads

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