Create a new 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

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.

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