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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 Panel of a viewed lead.
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Quick Action Tools
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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
See the Credit Pull article for more details.
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Assign
The Assign action tool is used to assign agents to the lead. See the How To: Reassign a Lead article for details.
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