Use Quick Actions

What this does

The Quick Actions button lets you start common CRM tasks from the header without first opening the related module.

Video guideFranmantra CRM video guide

Open on YouTube ↗

Open Quick Actions

1. Sign in to Franmantra CRM.
2. In the header, click the + button.
3. The Quick Actions menu opens.

Available actions

Action	What it opens
Create Contact	Opens the form for adding a new contact.
Create Task	Opens the task form for adding a task, assignee, due date, priority, and other task details.
Create Appointment	Opens the appointment form for scheduling a calendar event.
Create Custom Field	Opens the custom-field form for adding a field to a supported CRM record.
Create Opportunity	Opens the opportunity form for adding an opportunity to a pipeline.

Select an action and complete the form that appears. Save or submit the form to create the record.

Related guides

• Create a Contact
• Manage Tasks
• Create an Event in Calendar
• Custom Fields
• Create an Opportunity

Notes

• The Quick Actions control is available in the desktop header.
• If an action is unavailable or a form does not open, check your role permissions and confirm that the related module is enabled for the current account.