Revwit’s Quick Actions menu lets you manage tasks, emails, and notes directly from the dashboard, helping you stay productive and efficient without navigating multiple sections. Here’s how to use it:
Access the Quick Actions Menu
- Locate the Quick Actions button on your dashboard or in the sidebar menu.
Create Tasks
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Click CreateTask to add a to-do item.
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Assign the task to yourself or a team member, set a due date, and link it to a contact, company, or deal for easy tracking.
Add Notes
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Select Create Note to jot down essential updates or observations.
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For context, link the note to relevant records, such as a contact or deal.
Add a Company
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Click Add Company to create a new company record instantly.
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Enter key details such as the company name, domain, and country.
Create a Deal
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Select Add Deal to open a new deal in your pipeline.
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Assign it to the appropriate stage, input the deal value, and link it to a company or contact.
Why Use Quick Actions?
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Efficiency: Perform essential tasks without leaving the dashboard.
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Organisation: Keep all your tasks, emails, and notes linked to the relevant records for easy reference.
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Time-Saving: Simplify your workflow by managing everything in one place.
With the Quick Actions menu, Revwit ensures you can handle day-to-day activities seamlessly, keeping your sales process running smoothly.