Use Quick Actions

Quick Actions opens the create forms for Subscriptions, Customers, and Offers from anywhere inside a site, so you don't have to navigate to the right list first. Click the lightning bolt icon in the top bar and choose an option.

Permissions and availability

Quick Actions appears only while you're inside a site, and only for users with the Customer Support or Setup permission. Which options you see depends on which of those you have:

• Create Subscription and Create Customer need the Customer Support permission.
• Create Offer needs the Setup permission.

Important: If your site has no products yet, Create Subscription and Create Offer take you to the Products page instead of a create form, since neither can be built without a product.

Related information

For what you're creating in each case, see the Understand Subscriptions, Understand Customers for Subscription Management, and Create and Configure Offers help articles.