Quick Actions sit below the Top Card and let you log work on a deal without hunting for the right menu.
The six Quick Actions
Add Note — automatically associates the note with the deal, its company, and its contacts.
Create Task — automatically associates with the deal's company.
Send Email — automatically adds every associated contact with an email address to the To field. If a contact has no email, you'll see a warning naming them so you know they won't receive the message.
Log Activity — automatically associates contacts and company.
Log Call — automatically associates contacts and company.
Practical example
You just got off a call with two stakeholders on a deal. Click Log Call, both contacts and the company are already tagged, so you only need to add your notes and save.
Things to know
Your Admin controls which Quick Actions appear and in what order, from the layout editor.
The Quick Actions row can be configured to show none at all.
On narrow screens, actions that don't fit collapse into an overflow menu, they're all still there, just tucked behind one extra click.

