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.
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|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
Note: Waiting for contacts are included in your Action Stream.
How to use the Waiting for filter
- 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.