Quick Actions
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.
Last updated