CRM - Quick Actions

Within SprintHub CRM, you have access to Quick Actions, such as opening a service ticket, making a call, sending an email, and scheduling a meeting.

By clicking on your CRM tab, you will see the icons in the opportunities field. By clicking on any of them, you will be directed to the corresponding section to perform the action.

It is worth noting that the features will be performed based on lead data, such as email address, phone number, and so on.

By clicking the Chat icon, you can access the opportunity support, with the same functions as Sac 360°.

By clicking the email icon, you will have the option to draft and send an email to the lead associated with the opportunity.

By clicking on the opportunity, you will have access to the email history, be able to send new emails, add comments, mention other users, create tasks, and send messages.

By selecting the calendar icon, you will be able to schedule a meeting with the opportunity's lead. Choose the desired calendar and create the link.

After choosing the calendar, click "Generate Link".

Your link was created successfully. Now, in the options beside it, you can copy it to the clipboard, send it in a support interaction, or open it in a new tab.

By tapping the phone icon, you will make a voice call. The number the call will be made to will correspond to the number in the lead data associated with the opportunity.

(Coming soon, we will provide a link that explains how to integrate with Voip.)