You can create a CRM record using the global option feature available in your system, which provides quick access to creating new entries across different record types. The exact steps and the name of the option you see depend on how record creation is configured in your CRM system.
Many CRM applications include a global creation feature, often represented by an icon or button (like a plus sign "+") typically located in the header or sidebar. This feature allows you to initiate the creation of various record types (such as Contacts, Accounts, Opportunities, etc.) from almost any screen within the CRM.
When you use this global option to create a new record, the system presents you with different options based on the enabled creation methods:
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If both inline creation and creation directly within the CRM system are enabled for the record type:
- You will see a "Create" option.
- Select "Create".
- Then, you must choose the appropriate subsequent action, which is typically labeled "Create record".
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If only inline creation is enabled for the record type:
- You will see the "Create record" option directly upon accessing the global feature for that record type.
- Select "Create record" to immediately start the creation process.
Accessing this global option and following the specific prompt based on your system's configuration is a primary way to create new records in your CRM. After selecting the creation option, you will typically be guided through entering the required information for the new record.
