How to customize Next Action Quick Dates?
To customize Next Action Quick select time intervals:
- Open a contact.
- Edit their next action by clicking on the Edit link at the top right corner of the blue box.
- In the Specific date drop-down menu, scroll down and select Manage... (see A).
- In the Edit Next Action Quick select pop-up, set a number (see B) and select Quick select option: days/ weeks/ months
- Click Save.
- Only an Account Owner or Administrator can customize Next Action Quick select.