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.
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:
- Add Note
- 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)