The Quick Action Menu is a shortcut menu that allows you direct access to create or update certain individual Contact information. Hovering over the gear icon will provide a menu with the following options:

  • Edit / Delete Profile
  • Change Primary / Secondary Account Manager
  • Update Sales Process / Stage
  • Create a New Communication Log Activity for a Contact
    • New To Do
    • New Email
    • New Appointment
    • New Logged Call
  • Add a Note
  • Add to Target List
  • Add to Campaign

Quick ’Action’ Menu1

See the Communication Log for more detail on Communication Log Activities.

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