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Record Options

This option allows users to perform few functions such as Edit, Share, Duplicate, Convert, Call and many more.

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To access the lead options click on the right top corner of the Lead summary page. The following are the options users will

1. Edit – allows users to edit lead information.

2. Delete – allows user to delete the record.

3. Duplicate image – allows users to duplicate the record.

4. Convert Lead image – allows users to transfer lead to contact/opportunity/organization.

5. Call image – Users can approach a call directly using this option.

6. Message image – allows users to leave a message to the individual lead.

7. Whatsapp image – allows users to approach leads on whatsapp to the individual lead.

8. Shortcuts image – for quick access this option allows users to add shortcuts of an individual lead on the home screen.

9. Time Tracker image – allows user to start/stop time tracker for that record.

10. Shareimage – allows user to share that record.

  • For quick access this option allows users to add shortcuts of an individual lead on the home screen.
  • Click on the shortcut option to create a shortcut. 
  • It will lead to a pop-up form. Add Shortcut Name and save.

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Updated on June 30, 2023

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