Quick Actions ➕Overview

The crmgrow Quick Actions menu is at the top left of your crmgrow dashboard, so you can easily access it 24/7/365.

This shortcut menu allows the user to manually send a text or email swiftly, add a contact, schedule a meeting, create a video, and much more.

Click the Quick Actions + dropdown menu at the top left of the system's dashboard.

*Note: It will always remain at the top left, no matter where you are within crmgrow.

Click on a dropdown menu selection on the corresponding tile to learn more about that feature and function.

*Note: This list is shown in the order they appear on the dropdown menu.

Click a tile to learn more about a specific tool.

*Note: Contact Records and Pipeline Deals have similar dropdown menu options.