How do I Customize Actions in the Leads App?

In Leads App, Actions allows you to create privilege for the users who are reputed to perform those actions. Once the privilege is created, the user can use that particular action on their Leads App dashboard.

For instance : If an employee wants to export the leads, then, in that case he must have the corresponding privilege to access "Exports" field in the Leads App. You can follow the below steps to customize:

Steps to Customize Actions

1. Go to Leads App from the app header bar.
2. Click on “More (...)” icon -> “Settings”.
   
   
   
   
3. Select “Actions” from the “Security” drop-down in the left navigation panel.
   
4. Now, you can view the following associated apps and objects in the dashboard:
   • Apps :
     • Create
     • Export
     • Home
     • Import
     • Notifications
     • Reports
     • Save as View
     • Search/Advanced Search
     • Settings
     • Side Panel
     • Trash
     • Useful Links
       
       
   • Object :
     • Add to Target List
     • Bulk Action
     • Convert
     • Delete
     • Display Dropdown
     • Duplicate
     • Email
     • Schedule FollowUp

Related Links

• Customize Leads App
• Customize Left Panel Views