Quick Actions on a contact

The Quick Actions card on a contact's detail page lets you update the most important fields inline — no need to open the full edit form. Changes save as soon as you pick a value.

What you can change

• Type — Lead, Customer, Reseller, or Partner. See Contact types explained.
• Status — Interested, Not Interested, In Follow Up, Dormant, or Qualified. See Contact statuses explained.
• Product — the product or service this contact is interested in, chosen from your active products. If not set, LevelUp Demo suggests one based on the contact's most recent completed demo.
• Assigned to — one or more team members responsible for this contact. See Assigning contacts to team members.

How it works

1. Open the contact's detail page.
2. In the Quick Actions card, choose a new value from any dropdown.
3. The change is saved automatically.

Tip: Quick Actions is the fastest way to keep your pipeline current — update Status right after a call so your pipeline tabs and reports stay accurate.