0:01

hello Vipers for this what's the flow

0:03

we're going to talk about the quick

0:05

actions that you have on the CRM items

0:09

that you see throughout the system so

0:11

that would include contacts accounts and

0:15

opportunities um and you'll see these

0:17

also anywhere that those are linked such

0:19

as tasks so first of all let's just go

0:22

look at contacts really quickly here and

0:25

we will see that you've got the when you

0:29

hover over these you'll see what you can

0:31

do with them but you got quick view edit

0:33

contact send an email and what these

0:36

allow you to do is just save you click

0:38

and you can quickly interact with these

0:40

items such as being able to inspect a

0:44

contact record and see their information

0:47

see their engagement things like that so

0:49

you'll see just about everything that

0:50

you're able to see on their contact

0:53

record in this quick

0:56

view now one place that this is really

0:59

useful is or is especially useful I

1:01

should say is on the to-dos page where

1:04

when you're looking at your tasks you

1:08

can basically just turn this into a call

1:10

list and where you're able to quickly

1:12

inspect a a person before you pick up

1:15

the phone and call them and this just

1:18

saves you from having to load a bunch of

1:20

pages as you're going through your call

1:25

list additionally when you go to your

1:28

opportunities if you need it to jog your

1:31

memory for what an opportunity uh is or

1:37

you know their primary contact if you

1:39

need to see like what the latest

1:41

Communications are with this person

1:43

you'll see that these buttons are

1:45

throughout here too so I can quick view

1:48

an opportunity

1:50

itself and I can also quick view the

1:53

person who the opportunity pertains

1:55

to so the idea of this is just to be

1:58

able to save you page loads savy clicks

2:01

and make it easier to find the

2:03

information you're looking for happy

2:06

selling