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

1
Open contact → type Next Action text → click on the date flag → in the Date Picker select Waiting for.

How to select Waiting for

2
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

1
Click on the Waiting for filter on the left-hand side menu.
2
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

NOTES
  • 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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