How to use predefined sales actions?

Predefined Sales Actions are 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 gear icon > Settings > Sales actions (see A).
  2. Select the check-box Enable predefined sales actions (see B).
  3. To add a predefined sales action (see C):
    • Type your pre-defined sales action text.
    • Specify number of Days when the sales action is due to be completed (starting from the day the current day).
  4. Click Add to save predefined sales action.


How to use predefined sales actions

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

NOTES:
  • Use [Firstname] when creating the actions and we’ll auto-insert the contact’s first name.
  • Use #1, #2 etc when creating your predefined sales action so when you start to typing it in your sales process it will appear quicker.

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