Within SprintHub's CRM, you have access to Quick Actions, such as accessing a Support 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 any of them, you will be directed to the corresponding section to perform the action.
It is worth noting that the features will be executed based on the leads' data, such as email address, phone number, and so on.
By clicking the Chat icon, you can access the opportunity's support, with the same functions as SAC 360°.
By clicking the email icon, you will have the possibility to compose and send an email to the lead associated with the opportunity.
By clicking 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 has been 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 placed to will correspond to the number in the lead data associated with the opportunity.
(Soon, we will provide a link that will teach how to perform the integration with VoIP.)
