How to assign a Next Action to a Contact

In OnePageCRM Next Actions are an immediate activity assigned to a contact that drive you to always think upfront and focus on the next sales actions and never lose sight of your sales goals. 

In this article:
How to assign a Next Action How to set a Next Action with time
How to set up time-specific browser notifications (Chrome only) How to set up and use smart date and time 
How to set a Next Action to Waiting For

How to assign a Next Action

1
Open contact → enter your  Next Action text in the blue box.
2
To set a due date select a date in the date picker. 
You have the option to open the Next Action Quick Select drop-down and select the following options: 
  • Date & Time
  • ASAP
  • Waiting For
  • Quick Dates
    Note: You can customize the Quick Dates options. See here
3
To change the assignee, click on Me in Assigned to  →  select a team member from the Assign to drop-down. 
4
Click Save.

How to create a Next Action with time

1
Open contact → enter your Next Action text in the blue box.
2
Open the Quick Select drop-down → select Date & Time option → set your preferred date and time.
4
Click Save.

How to set up browser notifications for time-specific Next actions (Chrome only)

1
Install the OnePageCRM Chrome Extension
2
Sign in to the Chrome Extension, click on the OnePageCRM logo in the URL bar and enter your login details.
3
If you've set a Next Action with time, the extension will display a pop up to show you when a Next Action is due.
Note: the pop-up notification will only show for a few seconds.

How to set up and use smart date and time

1
Click on your User drop-down →  Settings →  Preferences.
2
Select the checkbox Enable smart date and time.
3
The Smart date and time feature supports natural language. When you type a Next Action such as " Call Joe at 2pm next Tuesday", the date will be automatically set. Read more

How to set a Next Action to Waiting For

1
Open contact → enter your Next Action text in the blue box.
2
Open the Quick Select drop-down → select Waiting For.
3
Click Save.
    NOTES
    • The majority of sales actions are “day based”, so use “Date & time” sparingly to reduce clutter.
    • To turn off the smart time/date detection go to Go to gear icon > Settings > Preferences > Uncheck 'Enable smart date and time'.
    • You can find all your Waiting For actions in the Waiting For  filter. See here.
    • Once a Next Action is assigned, it's not possible to delete it before this is completed. 

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