You can use Smart menu from any section of Teamgate, if you want to quickly create new:
Lead
Company
Person
Deal
Product
Appointment
or
Activity
You can use Smart menu by clicking on the arrow button at the Lead's New button area. See how it works:
You can use Smart menu from any section of Teamgate, if you want to quickly create new:
Lead
Company
Person
Deal
Product
Appointment
or
Activity
You can use Smart menu by clicking on the arrow button at the Lead's New button area. See how it works: