Create records from any page with Quick Create

The + button in the top right of every page opens a short list of the records you create most often.

On the Business edition:

• Contact
• Deal
• Activity
• Company
• Meeting Type

On the Nonprofit edition:

• Contact
• Donation
• Pledge
• Event
• Volunteer
• Activity
• Grant

Pick one and a form opens on top of your current page. Save, and you are back where you were.

If your role can’t create a record type, it isn’t offered here.