Using the Actions Menu in Sentir

Overview

The actions menu located at the top of Entity records is used to update the entity being viewed, whether it's a Household, Organization, or Individual record. From the drop-down options available in the actions menu, you can modify and transform the Key Entity record, keeping it aligned with the relationship as it progresses through each stage of its lifecycle. These options can vary depending on the type of entity being updated. This article outlines the location of the actions menu on a Key Entity record and the options available from it.

• The Actions Menu
• Available Actions

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The Actions Menu

The actions menu appears as a pencil icon under the Key Entity's name at the top of the record. Clicking the icon opens a drop-down list of available actions.

The options available to Households, Organizations, and Individuals are broadly the same, with some differences in naming and availability. The options displayed also vary depending on whether the Key Entity has no Client Stage, is a Prospect, or is a Client.

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Available Actions

The options available in the actions menu vary depending on the entity type and its current lifecycle stage. Some options are common across all entity types while others appear only at specific stages. The following table summarizes the purpose of each action.

Action	Purpose
Add Topics	Add topic tags to the Entity record for categorization and grouping
Promote to Prospect	Update the Entity (Household, Organization, or Individual) to Prospect status
Mark as Lost Prospect	Update the stage of the entity to Lost Prospect
Promote to Client	Update the entity (Household, Organization, or Individual) to Client status
Mark as Lost Client	Update the stage of the entity to Lost Client
Change Stage	Update the entity to a new stage in its lifecycle (Prospect, Lost Prospect, Client, Lost Client)
Add Influencer Segment	Add an influencer category to the Entity — Standard, Important, or Critical. Available when no Influencer Segment has been assigned.
Change Influencer Segment	Update the Entity's existing influencer category. Appears in place of Add Influencer Segment when a segment is already assigned.
Manage Other Definitions	Apply additional classifications to the Entity record beyond the standard Prospect or Client designation using your firm's configured Other Definitions.