This article provides an overview of the features of the Action Tools toolbar.
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.
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This article describes the following action tools:
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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The SMS action tool allows the user to open the SMS chatbox and send SMS messages to the lead. See the SMS article for details.
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The Follow-Up action tool allows the user to create a follow-up appointment for any lead. See the Follow-Ups article for details.
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The Add Note action tool allows the user to add notes to the lead. See the How To: Add a Note to a Lead article for details.
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The Export action tool allows the user to export lead data to any of the third-party systems configured with the organization.
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The Property Info action tool provides the option to display property details for the property information in lead details.
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The No Sale / Do Not Contact action tool is used to move a lead directly to the No Sale or Do Not Contact status.
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The Manager Review action tool allows the user to add a Manager Review note to the lead. See the Manager Review article for details.
The Download action tool is used to download the lead details in the following formats:
CSV file
Tab Delimited file
Fannie Mae file
The Import action tool is used to import data from third-party integrations such as:
Credit Report
Fiserv
Magnus
See the Credit Pull article for more details.
The Assign action tool is used to assign agents to the lead. See the How To: Reassign a Lead article for details.
The Change Status action tool is used to change the status of the lead to any status within the organization. See the How To: Change the Status of a Lead article for details.
The inTouch Action action tool allows users to override the User Level Profile settings at the lead level for a specific lead. See the inTouch Action Tool article for details.
The Refresh action tool is used to refresh and load any updates made to the lead details.
