How to use "Waiting for" in your Next Actions

When the ball is on your client's court and you're waiting for them to get back to you about a deal, you can set a Next Action as Waiting for. You then have the option to find all contacts you're waiting to hear back from in the Waiting for filter.

In this article:
How to set a Next Action to Waiting for How to use the Waiting for filter

How to set a Next Action as Waiting for

Open contact → type Next Action text → click on the date flag → in the Date Picker select Waiting for.

How to select Waiting for

The Action is now set as a Waiting for.
Note: Waiting for contacts are included in your Action Stream.

Next Action set to Waiting for

How to use the Waiting for filter

Click on the Waiting for filter on the left-hand side menu.
Contacts are displayed in reverse chronological order starting with the shortest stale indicator e.g 0 Days and ending with the longest stale indicator.

Waiting for filter in Action Stream

  • Waiting for can only be added to a Next Action. Queued or following actions cannot be set as such.
  • The stale indicator refers to the period from the time stamp the contact was assigned the Waiting for up to now. This indicator ranges from 0 Days to 6 days, 1 Week (Wk) to 4 Weeks (Wks), and when the waiting time exceeded 30 days it displays that the action is waiting over a month.

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