Quick actions allow you to make modifications and engage with prospects more efficiently, reducing the amount of time you spend in a prospect record so you can focus your efforts on selling.
Prospect Quick Actions are located in the prospect list view. The quick actions are located in a dropdown menu, which appears when you hover your mouse over the right side of the prospect list.
The dropdown options include editing a prospect field, logging a call, sending an email, adding the prospect to a sequence, or creating a new task. When an option is selected, a pop-up window will appear with the prospect information and fields associated with the action you've selected.