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Types of actions

The 'Action type :' menu as found when creating (or modifying) an action contains the following choices :

  • letter ;
  • Email ;
  • SMS ;
  • Call ;
  • Appointment ;
  • Visit (i.e., in opposition to an appointment, the contact has come her/himself to the company) ;
  • Migration to client (as an action to do manually).


next up previous
Next: Managing past and future Up: Taking an action on Previous: Taking an action on