You can create a new Salesforce record directly in Pod, using our Quick Action button: Opportunity, Contact, Lead, or Account.
3You’ll be able to select and enter any field you want for your opportunity.
Don’t worry - we’ll remind you of the fields required for this record.
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!