Editing Sales Actions (section)

== Step-by-Step Instructions ==
### How to Use the "Add to Marketing Automation" Sales Action
This action allows you to add a synced contact or lead to an ActiveCampaign automation.

1. From your Microsoft Dynamics account, locate the synced lead or contact you wish to add to an automation and open their record.
2. Click the '''Sales Actions''' option at the top of the profile page.
3. Select the '''Add to Marketing Automation''' option.
4. A modal window will appear. Click the '''Automation''' dropdown, then select the automation you wish to add the lead or contact to.
5. Click the '''Save & Close''' button at the top of the modal window.

Once these steps are completed, the contact or lead will be added to the chosen automation immediately.

### How to Use the "Add to Email Campaign" Sales Action
This action allows you to send a one-off email campaign created in ActiveCampaign to a synced contact or lead.

1. From your Microsoft Dynamics account, locate the synced lead or contact you wish to send an email campaign to and open their record.
2. Click the '''Sales Actions''' option at the top of the profile page.
3. Select the '''Add to Email Campaign''' option.
4. A modal window will appear. Click the '''Campaign''' dropdown, then select the campaign you wish to send.
5. Click the '''Save & Close''' button at the top of the modal window.

After following this process, the campaign will be sent to the selected lead or contact instantly.