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What is Quick Add?

Quick Add lets you put your most-used manual activities directly under the New button, so users can log them in one click instead of going through the full report form.

Written by Cailin Kless

Role
Company Admin or any admin who can edit Activity Types
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Plan
All plans
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Prerequisites

  • You can edit Activity Types in SalesScreen

  • Your company uses manual logging

Step 1 – Turn on Quick Add for an activity

  1. Go to Manage → Activity Types.

  2. Click the activity type you want (for example Calles).

  3. In the middle list, select the activity you want to make Quick Add (for example Calls or outcome).

  4. Open the Logger settings tab on the right.

  5. Find the Quick add checkbox and turn it on.

  6. Click Save changes in the top‑right corner.

You can repeat this for any other activities you want to make faster to log.

Step 2 – Use Quick Add from the New button

  1. In the left menu, click New.

  2. Scroll to the bottom of the list, under Quick Add.

  3. Click the activity (for example Calls) to open a pre‑selected report form for that activity.

  4. Fill in the required fields and click Add.

Users no longer need to go New → Report → pick activity from a dropdown – they can jump straight into the right activity.

Example: Competition on a metric that isn’t in your integration (Calls)

If a company wants a competition on a call metric that doesn’t exist in the CRM/integration, you can still run it with manual logging + Quick Add:

  • Create an Activity Type + Activity for that metric (for example Manual calls logged).

  • Turn on Quick Add for that activity.

  • Ask users to log every call via New → Quick Add → Manual calls logged.

  • Build your competition on the metric that uses this activity.

Result: You can track and compete on call KPIs that aren’t available from any integration.

What happens next

  • Users see a Quick Add section under New with the activities you’ve enabled.

  • Logging becomes faster and more consistent for those key activities.

  • Data from Quick Add activities flows into dashboards, competitions, missions and metrics just like any other manually logged report.

What if this doesn’t work?

  • Users don’t see Quick Add in the New menu
    Make sure at least one activity has Quick add enabled in Logger settings, and that the user’s team is allowed to log that activity (via team/activity logger settings).
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  • The activity I turned on doesn’t appear under Quick Add
    Double‑check that you enabled Quick add on the activity itself, clicked Save changes, and that the activity isn’t disabled or restricted away from that user’s team.
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  • Users still use the wrong activity when logging
    Consider renaming the Quick Add activity to something super clear (for example New policy sold – manual), and remove similar activities from that team’s logger settings so they only see the correct one.

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