Quick Actions
Overview #
Quick Actions provide fast access to common CRM tasks directly from the mobile dashboard. Instead of navigating through multiple menus, users can perform important actions instantly.
This feature improves workflow efficiency and helps users respond quickly to leads and customer interactions.
{screenshot of quick action buttons on dashboard}
Common Quick Actions #
Quick actions may include:
➕ Add New Lead
Create a new lead directly from the dashboard.
📞 Call Contact
Initiate a phone call with a contact stored in the CRM.
✏️ Add Note
Quickly attach notes to leads or contacts.
📅 Set Reminder
Create follow-up reminders for future tasks.
Using Quick Actions #
To use quick actions:
- Open the mobile dashboard
- Locate the Quick Actions section
- Tap the desired action
- Complete the required information
- Save changes
Benefits #
Quick actions help users:
- Save time
- Reduce navigation steps
- Improve response time to leads
Related Articles #
- Dashboard Overview
- Add New Lead
- Activity Timeline
