With these improvements, you can easily perform various actions on selected accounts directly from the account header.
The actions available in the account header include the following:
- Delete
- Assign drip
- Add tags
- Add deal
- Add rating
- Add Xdate
- Update account status
- Add task
Navigation:
- Navigate to the “Accounts” section.
2. Select any account.
3.Perform your desired actions directly from the account header.
