> For the complete documentation index, see [llms.txt](https://helpdocs.yoxel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocs.yoxel.com/yoxel-addons/quick-create-a-new-lead-contact-opportunity-task-case.md).

# 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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FONIukYl7sWGku1SzI6n0%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-18%2022-43-28.png?alt=media&amp;token=13acdc0d-8497-431a-94e4-69e8b2b14ade" 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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FmaxRcw2q2WGVdDM7H2ck%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-18%2022-42-31.png?alt=media&amp;token=7b608bef-0e01-4b45-9872-57adddb6bb39" alt="" width="314"><figcaption></figcaption></figure>