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Guided Selling
Using Guided Selling
Participants
Participant Overview Module
Create a Quick Action

Create a Quick Action

Role:
Agent

Quick actions are used to capture actions that do not belong to a specific sequence. They can be added from the Lead/Contact profile page in the Sequence Overview section using the "+ Create Action" button, or on the Participants tab, participant row, menu item “Create Action”. Quick actions will appear on Engage so that the action can be performed.

Creating a Quick Action

From Lead/Contact Profile Page

  1. Navigate to the Lead or Contact profile page
  2. Scroll to the Guided Selling component (Sequence Overview section)
  3. Click the "+ Create Action" button
  4. Select the action type (Call, SMS, Email, or Task)
  5. Configure the action details
  6. Set the expected execution date
  7. Click Save

From Participants Tab

  1. Navigate to the Participants tab in Guided Selling
  2. Find the participant row for the Lead or Contact
  3. Click the menu dropdown on the participant row
  4. Select “Create Action”
  5. Configure the action details
  6. Set the expected execution date
  7. Click Save

Quick Action Types

Quick actions support the same action types as sequence actions:

  • Call Actions: Make a phone call to the participant
  • SMS Actions: Send a text message to the participant
  • Email Actions: Send an email to the participant
  • Task Actions: Create a task for the participant

Quick Action Behavior

Once created, quick actions will:

  • Appear on the Engage view when they become due
  • Be associated with the participant but not part of any sequence
  • Follow the same execution rules as sequence actions
  • Be tracked in the same way as sequence actions

Quick actions are useful for one-off interactions that don’t fit into your standard sequences, such as follow-up calls, special requests, or ad-hoc tasks.

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