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Using the Three-Dot Menu in the Contacts Section

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ByCarl o
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Overview: 

To use the three-dot menu in the Contacts section, click it next to a contact to access options like edit, delete, move, or view details. This helps you manage contacts quickly and perform actions without leaving the main list.

Follow these steps to use the three-dot menu:

 Step 1: On your dashboard, click the Contacts tab under the Customers section.
Step 1: On your dashboard, click the Contacts tab under the Customers section.
Step 2: You will be navigated to the Contacts.
Step 2: You will be navigated to the Contacts.
Step 3: Select a contact and click the three-dot menu. 
Step 3: Select a contact and click on the three-dots menu.
Step 4: A pop-up window will appear where you can open the customer modal by clicking Go to Profile. You can also move the contact to a new Pipeline Stage, add Notes or Tags, edit the contact’s profile details, or delete the contact if needed. 
Step 4: A pop-up window will appear where you can open the customer modal by clicking Go to Profile. You can also move the contact to a new Pipeline Stage, add Notes or Tags, edit the contact’s profile details, or delete the contact if needed.
Step 5: A pop-up window will appear when you click Call, asking whether you want to open the call on a new page or stay on the current page. 
Step 5: A pop-up window will appear when you click Call, asking whether you want to open the call on a new page or stay on the current page.
Step 6: This feature lets you quickly send a message or email and easily create and send booking invites.
Step 6: With this feature, you can instantly send a message or email. It also allows you to easily create and send booking invites.

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