Quick Create

Quick Create


The Quick Create button allows you to quickly add Workflows, Records, or Opportunities from anywhere in the software.

Using Quick Create

  1. In the upper-right of most AE CRM screens, click + Create.
  2. Select whether to create a Workflow, Record, or Opportunity.
    • Workflow: Choose the Workflow Template to use or select Blank Action. Search for and select the Record that the Workflow applies to. (If you were on a Record when selecting this option, it will be pre-populated for you. You can clear this and search and select a different Record if needed). See Actions Fields Overview and Editing Actions for further details on how to add an Action.
    • Record: See Adding a New Record for details.
    • Opportunity: Search for and select the Record that the Opportunity applies to. (If you were on a Record when selecting this option, it will be pre-populated for you. You can clear this and search and select a different Record if needed). See Adding an Opportunity for details.

After adding a Quick Create item, you can click the success pop-up notification to be taken directly to the item you created.

Keyboard Shortcuts

From anywhere in the software that you can see the +Create button, use the following shortcuts on your keyboard to immediately jump to the end of step 2 above. Use ALT on PC and OPT on Mac.

  • ALT/OPT+W: Open the Workflow chooser.
  • SHIFT+ALT/OPT+W: Start a new Blank Workflow.
  • ALT/OPT+R: Start a new Record.
  • ALT/OPT+O: Start a new Opportunity.

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