Quick Add in BANG

Quick Add in BANG

The Quick Add functionality will be visible on every screen. It allows you to efficiently add leads, tutors, documents etc.

  1. On the top right of the screen, hover over the ADD button. You will see the following options:

    1. Lead

    2. Tutor

    3. Quick Match

    4. Task

    5. Documents

    6. Notes

    7. Log Call

  2. Clicking ADD > (select item from options a-f) will open the corresponding form

  3. Fill out the form and click the Save


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