Goal: Create Global Action with name: New Prospect to :
Quickly create Contact record with these fields:
- Contact Name
- Contact Email
- Stage : new custom field of type picklist :
- [Prospect, Showing Interest, Closing] with pre-filled value Prospect
Steps:
- Create custom field Stage of type picklist as per our requirement
- Create New Global Action New Prospect for the Contact Object
- Create Actions Layout for this Action with above mentioned fields
- Make sure this field Stage comes with pre-filled value Prospect
- Add this Action to Global Publisher Layouts so that this will be available in the Chatter page