Call to action list

The customer Call to Action list groups customer records together temporarily. Each customer can be accessed from the list and all can be added to calls and meetings easily. Customers can be added to the CTA list from any search at any time.

Add customer to the CTA list

  1. From any customer list, click on the row to select the customer OR Crtl+click to select multiple customers
  2. Click the Add to CTA List action
    CTA action
  3. A message will confirm the customer has been added
  4. A link to the CTA list will appear underneath the search in the header bar
    CTA link
  5. Click on the link to open the Call to Action list at any time

Delete one or more customers from the Call to Action list

  1. Open the Call to Action list
  2. Click on the row to select the customer you want to remove OR Crtl+click to select multiple customers
  3. Click the Delete from CTA List action
  4. The list will refresh and your customer will no longer be listed

Delete all customers from the Call to Action list

  1. Open the Call to Action list
  2. Click the Clear CTA List action
  3. All items will be removed from the CTA list