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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 Phone action toolis 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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SMS
The SMS action toolallows the user to open the SMS chatbox and send SMS messages to the lead. See the SMS article for details.
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Follow-Up
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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Add Note
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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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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.
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