video1.0<iframe src="https://www.loom.com/embed/5c21a55c98434079942cf6755489055e" frameborder="0" width="1672" height="1254" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12541672Loomhttps://www.loom.com12541672https://cdn.loom.com/sessions/thumbnails/5c21a55c98434079942cf6755489055e-f170d601b5d599fb.gif386.459In this video, I explain the various action buttons that appear when an up is converted to a lead quote or order. I cover the clone action button, which allows multiple salespeople to receive credit, and the recycle action button, which helps erase mistakes made during the conversion process. Additionally, I discuss the complete action button for saving completion times and reasons for non-conversion. Please make sure to familiarize yourself with these buttons as they are crucial for our workflow.