Assign actions to a contact

In OnePageCRM you can assign Next Action to yourself or your team members. Next Action is an immediate activity assigned to a contact e.g. required to convert a lead to a prospect bring forward a deal’s closure etc. Although a user can only have one Next Action with a contact at a given time, you can create a Queued Action: subsequent action assigned to you or any of your team members. This action contains no date.

  • Create Next Action for a contact
  • Add a Queued Action


Create a Next Action for a contact

To assign Next Action to a contact proceed in the order listed below:

  1. Open contact in Contact View.
  2. Enter the action's details in blue Next Action box (see A).
  3. Specify due date of this action by either selecting:
    • predefined date option (e.g. ASAP, Waiting For etc.) from the Date drop-down list
    • date from the date picker.
  4. To change Assignee, click on Me in Assigned to Me and select a team member from Assign To drop-down list.
  5. Click Save to create Next Action.


Add a Queued Action

If you or any of your team members already have a Next Action with a contact and you create another action, this action automatically becomes a Queued Action without a date. To assign a Queued Action to a contact:

  1. Open contact in Contact View.
  2. Click on + icon (see B) at the right bottom corner of the Next Action blue area.
  3. Enter the action's details in the grey Add Queued Action box which appears below (see C).
  4. To change Assignee select a user from Assign To drop-down list below Add Queued Action field.
  5. Click Save create to Queued Action.
  6. A list of actions assigned to a contact comprising of Next Action assigned to your team members and unlimited queued actions is displayed below the Next Action blue area (see D). Only the actions assigned to you will appear in your Action Stream.

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