Create Anything with Quick Actions

Quick actions put the things you do most in one menu. Under Create, you can add contacts, organisations, pipeline cards, activities, Knowledge Base articles and Feedback issues, and most of them open right on top of the page you’re on. This video shows two ways to open the menu, with the plus button or a keyboard shortcut on Mac and Windows, and how each action has a number so you can jump straight to it. You’ll also see how to add a contact, organisation, pipeline card, activity, Knowledge Base article and Feedback issue, including linking the records they came from so the context stays with the issue.