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  1. Bulk Activities

Quick Actions

PreviousSave ListNextCommunication Templates

Last updated 1 month ago

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.

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