Overview #
Contact actions allow users to perform quick operations on a contact profile such as calling, emailing, or adding notes.
{screenshot of contact action buttons}
Common Actions #
📞 Call contact
📧 Send email
📝 Add note
📅 Set reminder
These actions streamline communication with leads.
Accessing Contact Actions #
- Open a Contact Profile
- Locate Action Buttons
- Select desired action
Contact actions help teams interact with customers efficiently.
