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Create a new CRM record
Create a new CRM record

Learn how to create a new opportunity, contact, account, and leads directly through Pod

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

How do I create records directly in Pod?

You can create a new CRM record, such as an Opportunity, Contact, Lead, or Account, directly in Pod. This can be easily done using our Create new dropdown.

Don’t worry - Pod will remind you of the fields required for this record type!

πŸ’‘ Need help? Send us a message via the in-app chat or email us at [email protected].

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