How to Use Actions
Accessing the "Actions" menu is quick and intuitive:- Navigate to a List: Go to your People, Companies, or Deals lists.
- Slide a Record: On any individual record, slide your finger to the right.
- Tap 'Actions': A button labeled 'Actions' will appear. Tap it to open the menu.
What Can You Do with Actions?
Once the 'Actions' menu is open, you can choose from several quick options:- Send an Email: Quickly compose and send an email to the contact associated with the record.
- Schedule a Meeting: Instantly schedule a new meeting or event related to the record, which will sync directly with your calendar.
- Update a Deal: Make a quick update to the status or stage of a deal.