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.