What is Quick Add?

Make frequently used activities easier for users to log manually with Quick Add.

Cailin Kless avatar
Written by Cailin Kless
Updated over a week ago

You may have noticed the 'Quick add' checkbox option when creating or editing your activities in SalesScreen. What does this do?

If your company uses manual logging, you may want to make your most frequently used activities faster for your team members to access (especially if you have many activities to choose from overall). Checking the 'Quick Add' box on the activity's 'Logger settings' tab allows you to do just that!

⚠️ Note: Remember to click the 'Save changes' button that will appear in the top right corner after checking the box!

Once this is done, your team will find the activity in the immediate list of options in the 'New' button, rather than having to choose 'New' > 'Report', and finding the appropriate activity in the dropdown selectors.

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