How to use predefined sales actions?

Predefined Sales Actions is a list of specific sales activities used repeatedly in your sales process. No matter where you are in your sales process, whether it is converting a prospect to a lead or signing a deal you know what your next action is, which speeds up your workflow and keeps you focused.

  • How to set up predefined sales actions
  • How to use predefined sales actions

Watch an overview video on Predefined Sales Actions


How to set up predefined sales actions

To set up predefined sales actions list:

  1. Go to Account > Settings > Sales Actions tab.
  2. Select the checkbox Enable predefined Sales Actions to enable the feature.
  3. To add a predefined sales action:
    • Type your pre-defined sales action.
    • Specify number of Days when the sales action is due to be completed starting from the current day
  4. Click Add to save predefined sales action.


How to use predefined sales actions

When you start typing a Next Action, preloaded predefined sales action appear in the drop-down for you to select the one that you wish to use.

TIPS & TRICKS
  • Use [Firstname] when creating the actions and we’ll auto-insert the contact’s first name.
  • Use #1, #2 etc at the start of the Action to remind you of where it comes in your sales process. It’s also fast to insert by typing the number.

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