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: : Creating an Action
To create a new action from an opportunity or a contact form, customer or prospect:
- From the list of opportunities, click on an Opportunity card or open a contact card, customer or prospect.
- Click
on the right of the screen or in the Event section in the left pane.
- Select the type of action by clicking on one of the following icons according to your needs (mail, appointment, reminder or call) :

- Enter the data and save.
The action is created.
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