I am trying to add global quick actions so that my organization can do things like create a contact, company, or opportunity from anywhere. Currently, only Log a Call is there and I can't figure out how to add something else (i.e. New Project). Can someone point me in the right direction to figure this out?
6 respuestas
Vuk Stajic (MVRK Inc.) 
Forum Ambassador
Are there record types on this Project record? If yes, is the New Project global action set to 'master' instead of an actual record type?
Post screenshot of the Global Action please.
