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Action tools are specific shortcuts for actions that a user can perform on the lead. The action tools displayed in the toolbar depend on the permissions granted to the user’s role and organization.

This article describes the following action tools:

Table of Contents
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maxLevel2

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This article describes the following action tools:
 Table of Contents
minLevel2
maxLevel2
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Phone
The Phone action tool is used to list all phone numbers within the lead details and give the user the ability to call. See the Click-to-Call Overview article for details.
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  • Credit Report
  • Fiserv
  • Magnus
See the Credit Pull article for more details.
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