Handle CRM
      Back to home
      1. Texada Knowledge Base
      2. Handle CRM
      3. Handle CRM

      Quick Entry - Automate Your Data Entry

      How to use the Quick Add feature in Handle CRM to accelerate the data entry process.


      Sales teams do a lot of tasks. Some of those tasks happen a lot. Handle’s Quick Entry Quick Add menu takes frequent tasks and makes them faster.

      Quick Add lets you make a shortcut to any record or workflow, define your own rules and defaults, and allows you to pull in a Comment to start any action in your process.

      Typical uses include logging a call, scheduling calls, or creating a new task.

      How to use Quick Entry Quick Add

      What You’ll Need

      • Any Search in Handle that uses Grid or Activity view
      • Configured Quick Add functions – most Handle deployments include Schedule Call and Record Call 

      1. Open the Quick Entry Popup

      Hover over the Stacked-dots icon location for the record you want to add to or edit.

      QuickEdit_QE_CommentNotify_1

      The Stacked-dots icon can always be found by hovering over the far left side of the row, or next to most text based column like Item Name, Comments, or Notes fields.

      2. Add a Comment

      The text of the comment can be configured to be copied as the Description or Title of the new record.

      QuickEdit_QE_QuickAdd_2

      3. Click Add and Select the Action

      • Click the Add button to see the available actions and select the action you want.
      • The Agent will open up on the left side to allow you to add any important details.
      • Click Save & Close to finish.

      QuickEdit_QE_QuickAdd_3