How to assign queued actions to a contact

To assign a Queued action to a contact, you must first have an existing Next Action with that contact:

  1. Open contact view and select the blue icon in the Next Action box (see A). 

  2. Enter the action's details in the grey Add action box (see B).

    • Include who this action should be assigned to from the drop down.
  3. Choose to make this Queued (without a date from completion) or to set a date from the drop down (see C

  4. Queued actions appear below the blue Next Action box (see D). 

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 E).

Only the actions assigned to you will appear in your Action Stream. 

NOTES

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