Contact Details Page: Quick Action Bar Overview

The Quick Action Bar is the static bar located at the bottom of the Contact Details page and the Deal Details page:

In the Action Bar you can see the contacts time (based on their specified Country/State or Province), quick activity icons, see collaborators on the contact, see the owner or add an Activity using the + ACTIVITY button.

• Time

  

   

The time shown in the action bar is the real-time based on the Contacts specified Country/State or Province. If the contact's country and state are not provided the icon will show the clock but with a warning icon (as shown below). Clicking on the icon will take you into the Edit Contact screen where you can set the Country and State/Province.

• Quick Activity Icons

These actions are: 

1. Add Note

   

    

2. Email
   
3. Meeting
   
4. Create Activity
   
   Any of these Quick Activity Icons will open the popup to the corresponding tab in the popup.  

• Collaborators (This will show you who has been added as a Collaborator on this particular Contact) 
  

• Owner (This will show you the Owner of the Contact)
  

• + ACTIVITY button
  

Clicking the +ACTIVITY button will open up the Activity popup defaulted to the Add Note tab.

You have the ability to:

• Add Note
• Compose Email
• Add Activity (Call, Meeting, Task, Email Reminder, SMS)