What actions can be performed by clicking the More icon in the Summary View of a record?
By clicking the More icon in the Summary View of a record, you can perform the following actions:
- Reach out now - You can get in touch with the contact via Email, Call, or SMS at the moment.
- Attachment - You can attach Quotes and Documents or create a new one and attach it.
- Add or Link - You can add or link modules like Deals, Tickets, Purchase orders, Sales Orders, and products.