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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
  • People
  • Leads
  • Products
  • Opportunities
  • Activities

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