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...