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Accessing Quick Actions

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Bytimothy A
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Overview: 

Accessing Quick Actions allows you to quickly perform common tasks and operations within the system without navigating through multiple sections. This helps improve efficiency and streamline your workflow by providing easy access to frequently used features.

Follow these steps to access Quick Actions: 

Step 1: Quick Actions can be accessed through the Messages section or within a Customer Modal.
Step 1: Quick Actions can be accessed through the Messages section or within a Customer Modal.

Step 2: First, let’s look at the Quick Actions under the Messages section. Click on the Messages tab under the Communication Section.

Step 2: First, let’s look at the Quick Actions under the Messages section. Click on the Messages tab under the Communication Section.

Step 3: Click on a message, and on the right side, you will see the customer details and available actions.

Step 3: Click on a message, and on the right side, you will see the customer details and available actions.

Step 4: Click the Actions dropdown. You will now see the Quick Actions.

Step 4: Click the Actions dropdown. You will now see the Quick Actions.

Step 5: From here, you can perform additional actions, including editing contact details, managing tags, scheduling emails or SMS, scheduling appointments, sending booking invites, adding the contact to a campaign, adding a note, inviting the contact as a partner, sharing a media upload link, using the call button, subscribing or unsubscribing them from email and SMS, or deleting the contact.

Step 5: From here, you can perform additional actions, including editing contact details, managing tags, scheduling emails or SMS, scheduling appointments, sending booking invites, adding the contact to a campaign, adding a note, inviting the contact as a partner,

Step 6: Click on the Customer name anywhere on the site to access the customer modal.

Step 6: Click on the Customer name anywhere on the site to access the customer modal.
Step 7: The Customer Modal will open. Click on More Actions—from here, you will see the same Quick Actions as before.
Step 7: The Customer Modal will open. Click on More Actions—from here, you will see the same Quick Actions as before.

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