Global Actions

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This article discusses Global Actions, which encompasses various types of Activities to help you stay on track with your day-to-day workflow and follow up plans. Some of these actions include:

  • Logging a call
  • Creating a new task
  • Adding a new note
  • Adding a new event
  • Composing email
  • ....custom actions

The Global Actions menu is located in the upper-right corner (the [+] button), as shown below. 

 

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This menu is static, meaning it is available regardless of what object or page you are on. One major benefit is you can jot down a note, compose an email, or log a call without disrupting what you are currently working on. Let's say you're reviewing your list of Properties to create a List View and you receive a call from a new lead - Global Actions will allow you to log that call event immediately. 

 

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In addition to logging activity, you can create follow-up activities from the Global Actions menu.  Some activities, such as Tasks, are managed in other areas of the application.

 

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about logging activities from Global Actions. 

 

 

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