Promote Queued Action to Next Action
When you've completed a Next Action and you or your team member(s) have Queued Actions lined up for a contact, you can promote one of these Queued Actions to Next Action by following the guidelines below:
- Select the contact from the Action Stream or Contacts list.
- Mark complete the existing Next Action in the blue area (see A).
- Mouse hover over Queued Action you wish to promote and click the Next button to its right (see B).
- Once the Queued Action text moved up to the Next Action blue area, you have the option to:
- Edit Next Action text
- Assign a specific date
- Assign to a team member