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Option for a “Quick Create” of CRM Records

Jagjeet Makhija Profile Picture Jagjeet Makhija
Today’s post comes from CRM MVP Jim Steger who is a developer, blogger, and writer for Sonoma Partners . Back in the early Microsoft CRM days (remember those?), you had the option to ‘Quick Create’ a lead, contact or account. This was a native form that...(read more)

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