Page tree
Skip to end of metadata
Go to start of metadata

Users can create new Accounts and Contacts to associate any Tickets with.  Users can use the Quick Create icon located in the top right of the application or go to the respective Account or Contact module and select ‘Add New.’

**Quick create also enables users to create a new Ticket or new Opportunity.

Adding a New Account or Contact [Video]

Quick Create:

  • No labels