Classter Knowledge Base

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

Portal & Admin Manuals › CRM › CRM FAQs · Updated 2025-11-19

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)

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