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This article covers the following information about action tools:
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Action Tools Toolbar
The Action Tools toolbar opens in the Record Details of a viewed lead.
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TheNo Sale / Do Not Contact action toolis 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.
Download
The Download action tool is used to download the lead details in the following formats:
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The Import action toolis used to import data from third-party integrations such as:
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Credit Report
Fiserv
Magnus
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