Quick create

What the + button in the top bar can create.

The + button in the top bar opens a grouped menu. It shows only when you can edit (not viewers, and not when the workspace is view-only).

Deal flow

• Open board (Pro+ beta only): Pipeline
• Quotation
• Invoice
• Opportunity
• New lead (person first; a personal company is created if you skip Company)
• New contact (full profile)

Directory

• Company
• Supplier
• Shipping company
• Product
• Employee

Money

• Income
• Expense
• Recurring expense
• Currency exchange

Many list pages also open create when the address includes a create flag. The sheet opens, then that flag is removed from the address so you can refresh without opening create again.