The short answer

CRM row actions reduce re-entry by using the selected customer as context. Verify that context before creating the related record.

Availability: Available to accounts with Customers CRM access. Communication, AI and provider features require their related services and permissions.

Step-by-step

  1. Select the correct customer

    Confirm the name and email on the customer row.

  2. Schedule a webinar

    Choose Schedule Webinar, enter title, date and time, time zone, duration and optional description, then choose Schedule.

  3. Create a document

    Choose Create New Document, confirm the customer context, enter a document name and select the displayed document type.

  4. Open the resulting workspace

    Review the created webinar or document and complete its remaining attendees, content, fields and delivery settings.

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