# Quick-create a new lead, contact, opportunity, task, case

It's very easy to create a new lead, contact, opportunity, task, case from Yoxel Mailbox Assistant add-in.\
\
Simply click the **"plus"** button in the main menu you select your option:

<figure><img src="/files/8iMbhcgeaBi38FBljfSQ" alt="" width="307"><figcaption></figcaption></figure>

The new record creation forms display a compact list of fields: all required fields, along with some commonly used ones. All required fields are automatically derived from your Salesforce page layouts and marked with an asterisk.

<figure><img src="/files/Z3XN2kdeev51fV3J7C5V" alt="" width="314"><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://helpdocs.yoxel.com/yoxel-addons/quick-create-a-new-lead-contact-opportunity-task-case.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.