The Quick Add menu is the fastest way to complete your everyday CRM activities. Whether you’re adding a lead, recording an activity, scheduling a follow-up, creating a task, sending an email, or writing a note, Quick Add should be your first stop throughout the day.
Tip: Think of the Quick Action tool as your everyday workspace. Most loan officers can complete nearly all of their daily CRM tasks from this menu.
Accessing Quick Add
Click the pink + (Quick Action) button located in the bottom left corner throughout the platform.
From there, you’ll see the following options:
1) Activity
Record a completed sales activity, such as:
Phone Call
Meeting
Coffee Appointment
Open House
Networking Event
Other sales activities
2) Contact
Quickly create a new contact in your CRM.
3) Lead
Add a new lead to your pipeline.
4) Transaction
Create a transaction manually.
Note: With an LOS integration, transactions automatically sync into Accountable CRM, so you typically won’t need to create them manually.
5) Email
Send an email directly from within Accountable CRM.
6) Follow-Up
Schedule a future follow-up reminder to ensure nothing falls through the cracks.
7) Task
Create a task with a due date for yourself or your team.
8) Note
Add a note to document important conversations, meeting details, or other customer information.
Best Practice
If you launch Quick Add from a contact record, the system will automatically associate your activity with that contact.
Using Quick Add as your primary workflow will help you complete daily CRM activities faster while ensuring your customer records stay organized and up to date.
