Actions

Create new Actions

1. Enter the Actions module from the home page.
2. Actions list is displayed.
3. Click on the add actions icon on the upper right corner of the page.
4. Two options will available: meetings and notes.
5. Enter the details like contacts, notes and meeting time
6. Click the save icon on the upper right corner of the screen.

• You can view all meetings, including those scheduled, completed, and cancelled.

Edit Actions

Select the action you wish to edit, make the necessary modifications, and then click on "Apply" to save your changes.

Filters

You can utilize the filter option provided at the top of the actions page to search for specific actions.

1. Click on the "Filter" button.
2. Select the filter type.
3. Choose the owner of the actions.
4. Click on "Apply" to apply the selected filters.