There’s always a list of certain fields that you use more often than the others. Those fields can now be consolidated in the quick add form. 


By default the quick add view shows,

  1. All required fields.

  2. Fields that are commonly used by a sales team, like Email and First name.

Certain fields are mandatory across different modules:

  • Account: Name.

  • Deal: Name and Deal value.

  • Contacts: One of the three fields - Email, Mobile or external ID

These fields cannot be unmandated and would be listed in the quick add form by default.


To add a field in the quick add form,

  1. Go to Admin Settings > Leads, Contacts & Accounts >Contacts/Accounts/Custom Modules.

  2. For Deals, navigate to Admin Settings > Deals & Pipelines > Deals

  3. Enable or disable the Quick-add checkbox.

  1. Alternatively, you can click the Edit field button.

  1. In the corresponding overlay, enable or disable Show this field in the quick add checkbox.

  2. If you enable the checkbox, the field appears in the quick add view.

  3. Also, when a field is marked required, the quick add checkbox is enabled automatically i.e. all required fields are automatically added to the quick add form.

  1. To unlist a field from the quick add form, disable the checkbox.

  2. To view the quick add form, click the Preview button on the top.

  1. Click the View less slider on the left of the form.

  1. Quick add view appears.

1. All fields marked ‘required’ are labeled with a red asterisk (*) against the field name.
2. Labels marking all properties associated with a given field are also present.