How to customize Next Action Quick select?

To customize Next Action Quick select time intervals:

  1. Open a contact.
  2. Edit their next action by clicking on the Edit link at the top right corner of the blue box.
  3. In the Specific date drop-down menu, scroll down and select Manage... (see A).
  4. In the Edit Next Action Quick select pop-up, set a number (see B)  and select Quick select option: days/ weeks/ months 

    (see  C)

    .

  5. Click Save.
NOTES
  • Only an Account Owner or Administrator can customize Next Action Quick select.

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