Quick Add Lead

Capture a basic contact from the global Quick add lead control.

Create the contact

1. Select Quick add lead in the top navigation. Enter Company Name, Contact Name, Email and Phone as available. Company suggestions appear after three characters. At least a valid email or phone is required by the dialog; the service can derive a company name from contact name, email or phone if company is blank.
2. Select Save Lead. The new contact is assigned to the signed-in user. On a success prompt, Yes, take me there opens the Contacts list rather than the new record; No closes the dialog. Find the contact in the list and open it to add details. If list access requires Daily Digest, reopen Contacts from the new Digest.

Quick Add does not provide the detailed form’s source, owner, product or note fields. It checks the plan’s contact limit and existing phone/email through the creation service. Its response tests the creation result using a numeric comparison that can mishandle a returned error string, so a success prompt alone does not prove creation: search for the new contact before retrying. A lead-created workflow may run even if contact creation reports an error. Check workflow activity and the contact list before retrying. A success prompt does not prove the workflow ran successfully. The global navigation renders the Quick add button without an explicit CRM-access condition; visibility does not establish permission or successful creation. Close dismisses the dialog.

For detailed entry use Create a lead.