: : Creating an Action

To create a new action from an opportunity or a contact form, customer or prospect:

  1. From the list of opportunities, click on an Opportunity card or open a contact card, customer or prospect.
  2. Click on the right of the screen or in the Event section in the left pane.
  3. Select the type of action by clicking on one of the following icons according to your needs (mail, appointment, reminder or call) :
  4. Enter the data and save.

The action is created.