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Contact Management Tools

Tosin Olabode
By Tosin Olabode
3 articles

Taking Quick Actions

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 - Click CreateTask to add a to-do item. - 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 - Select Create Note to jot down essential updates or observations. - For context, link the note to relevant records, such as a contact or deal. Add a Company - Click Add Company to create a new company record instantly. - Enter key details such as the company name, domain, and country. Create a Deal - Select Add Deal to open a new deal in your pipeline. - Assign it to the appropriate stage, input the deal value, and link it to a company or contact. Why Use Quick Actions? - Efficiency: Perform essential tasks without leaving the dashboard. - Organisation: Keep all your tasks, emails, and notes linked to the relevant records for easy reference. - 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. https://www.loom.com/share/588c3cb0f0d741209c39e516d73d1e16?sid=9da6827f-a3f8-4ed6-9f92-60951291ffbc

Last updated on Nov 16, 2024