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CRM Overview
Adding New Leads
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Emailing Leads
- Sending Email to one lead
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Communication Automation
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Bulk Activities
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API Docs
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WhatsApp Business API
- How To Create WhatsApp Templates -

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Bulk Activities

Quick Actions

PreviousSave List NextCommunication Templates

Last updated 3 years ago

Watch the video tutorial:
https://www.youtube.com/watch?v=jIdaRfsOsF8&list=PLLrABDACkIhxwoXvBzsdLNbqumBa-9kgD&index=27&t=0s

Quick action helps you to perform few quick actions on selected leads

Step 1 : Go to Lead List

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.

Click here to know more about send Email

Click here to know more about send SMS

Click here to know more about Refer All leads

Click here to know more about Status Change