Understanding Take Action Tab

Respond

Here you can see who have responded to you. Click on “See all responses” to see all.

When you hover over a specific lead, a "Take Action" button will appear. Click on it to respond.

Content Viewed

Easily track who has viewed the documents you’ve shared from the content library. Click on a lead’s name to see their viewing details. To respond, navigate to the top right corner.

Reminders

Here you can view all the reminders you've set for your specific lead. Track them and take action as needed.