Quick Actions

Quick Actions provide predefined actions that can be launched from the Co-Pilot panel. They are useful when you want a standard operation without typing a prompt.

Figure 2. Quick Actions tab on a Sage CRM Company record.

Available Quick Actions shown in the screenshot

Quick Action	Description
Summarize Company	Provides a summarized view of the current company information.
Financial Summary	Provides the configured financial information for the current company.
Sales Summary	Provides the configured sales-related summary for the current company.
View My CRM Data	Opens additional CRM data/actions available to the current user.
View Team CRM Data	Opens additional CRM data/actions available for the user's team.
Insert Records	Expands to show supported record-creation actions.

1. Open the required Sage CRM record.

2. Open GUMU Co-Pilot and select Quick Actions.

3. Select the required action.

4. Review the result or follow the additional prompts displayed by the selected action.