Quick Actions
Last updated
Last updated
Quick action helps you to perform few quick actions on selected leads
Step 1: Go to Lead List/Lead Manager.
Step 2: Select multiple leads
Step 3: Choose which quick action you would like to perform
like Send Email, Send SMS, Refer Leads, Change status to Closed, Change Status to Enrolled.
Step 4: As per your selection, respective panel will open.
Follow the steps to perform the quick actions.