Data Entry - One form to create Account/Contact/Opportunity

[grantadam]

**solved**

Use 'Enter new business card' form. this lets you add an account, contact, and opportunity in one submission. I thought this was used to upload business card files vcf

Hi There,

I've been searching through the forum trying to find an answer but I haven't been able to find what I'm looking for. Perhaps I'm not searching for the correct terms.


As a new SugarCRM user, I am finding it very time consuming when I am on the phone with a new client. First I create an account, then a contact and then an opportunity.

Is there a form or plugin that allows creating an account/contact/opportunity on the same page? This would save heaps of time!


If this has been answered before, I apologize. Please point me in the right direction.


Thanks,


Grant