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How can I create a quick action on my dashboard to create a CRM Action?

Updated on May 18, 2022

Classter enables its users to access some functionalities from the quick actions, instead of searching them in the Management menu. One of those functionalities is the creation of a CRM Action.

In order to do that, click the Quick Actions button and go to Actions Menu. (Figure 1)

Figure 1

Here you can see the Create Action button. When clicked, it will get you directly in the creation tab. (Figure 2)

Figure 2

For more information on how to create a CRM Action, go to the How can I create a CRM Action? manual.

Find more or post your questions on our Facebook Community Page. Also, watch our how-to videos on our Youtube channel.


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