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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.
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Note: The Edit Action Tool can be used to edit a Partner’s information in inFlow. |
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| theme | {"label":"solarized_dark","value":"solarized_dark"} |
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| contentByMode | {"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/716175024?h=47e6b554e1&badge=0&autopause=0&player_id=0&app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Action Tools Overview\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""} |
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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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| Easy html macro |
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| theme | {"label":"solarized_dark","value":"solarized_dark"} |
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| contentByMode | {"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/717910270?h=cdc7fccb88&badge=0&autopause=0&player_id=0&app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"SMS | Text\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""} |
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