How do I bulk assign actions?

Getting started with Bulk Actions Put simply, a bulk action enables you to create an action and assign it to multiple...

How do I create an action?

Getting started To create and assign an Action, you have two options: Option 1 - Create actions within a 1-to-1 meet...

How do I access & update actions?

Navigation prompt Go to ACTIONS AND 1-TO-1 > Click 1-to-1 records & actions > Click the General Actions tab   By...