Quick Actions
Quick Actions are one-click commands available on any contact record. They provide a fast way to trigger common operations without navigating through multiple screens or manually updating fields.
Where to find Quick Actions
Quick Actions are located on the contact view. Open any contact record and look for the Quick Actions dropdown. Select an action and save to trigger it immediately.
Available actions
| Action | What it does |
|---|---|
| Add To Follow Up | Enrolls the contact into automated system follow-up. The CRM intelligently determines the correct campaign based on the contact's history. See Follow-Up Campaigns. |
| Flag For Attention | Flags the contact as needing manual review. The contact status changes to Needs Attention, signaling that something requires a personal look. |
| Notify Assignee | Sends an internal notification to the team member assigned to the contact. Useful when something needs immediate attention. |
| Turn On AI | Enables automated AI responses for the contact. |
| Turn Off AI | Disables automated AI responses. Use this when a personal, manual conversation is in progress. |
| Add Newsletter Subscriber | Adds the contact to the newsletter subscriber list. |
When to use Quick Actions
Handing off to system follow-up
After several manual follow-up attempts with no response, use Add To Follow Up to let the system take over. The CRM will automatically sort the contact into the correct follow-up campaign based on what they have already received. See Follow-Up Campaigns for details on what the system sends.
Flagging for attention
If a conversation needs review or something seems off, use Flag For Attention to flag the contact. This changes their status to Needs Attention, making them visible for follow-up.
Controlling AI responses
If AI-powered responses are active on the account, use Turn Off AI before starting a personal conversation. This prevents the system from responding on top of a manual reply. Use Turn On AI when the manual interaction is complete.
Related
- Contact Statuses -- How statuses change when Quick Actions are used.
- Follow-Up Campaigns -- What happens when "Add To Follow Up" is triggered.