FaceTime
Video call + log
Text
Compose + send + log
Email
Compose + send + log
Schedule Event
Book + update status
Quote Sent
Log amount + status
Mark as Sold
Record sale → trigger reward payout
Edit Product
Change assigned product
Edit Status
Change lead status
Edit Source
Set lead source
Relationship
How referrer knows prospect
Assign
Reassign to team member
Convert
Make into a referrer
Custom Action
Inspected, Measured...
Custom Action
No email on file
No phone number on file
Change Product
Change Status
Change Source
Relationship