The Universal Create Button is especially useful when:
You want to add new data while reviewing other records
You don’t want to interrupt your current workflow
You need to quickly create a record without going through a list page
Click Create new (+) in the left sidebar menu.
Select the type of record you want to create.
Fill in the required information.
Save to create the record instantly.
For detailed instructions on creating each type of record, refer to the articles below:
