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11 Actions

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Actions

What is an example of an "Action"?

Default Action "Types" available for selection in the drop down list in the Type column of the lead form are:

Approved DM Contacted Email Follow-up Invalid Number Not Approved Not Interested Rescheduled Sent Brochure

Other Actions that can be performed from within the Lead form by selecting the relevant button are:

Follow Up Appointment (upon selection will create a Prospect of the Lead) Quote (upon selection will create a Customer of the Lead) Sales Order (upon selection will create a Customer of the Lead) Invoice (upon selection will create a Customer of the Lead)