How to assign a Next Action to a Contact

Next Actions are at the core of OnePageCRM and are the light touchpoints or the tasks (call, email, send quote) that you need to take in order to move closer to closing that sale. Set a Next Action and you won't miss out on following up. 

In this article learn how to set:
Next Actions Next Actions with time
Browser notifications for Next Actions Next Actions to Waiting For

How to set a Next Action

1
Open a contact → Enter your  Next Action text in the blue box.
2
Set a due date using the calendar or from  one of the following options:
  • ASAP
  • Waiting For
  • Today
  • Tomorrow
  • Next week

Note: You can customize the Quick Dates options. See here.

Selecting date in Date Picker

Note: To change the assignee, click on Me in Assigned to  →  Select a team member from the Assign to dropdown. 

Assign action to a team member

3
Hit Save.

How to create a Next Action with time

1
Open a contact → Enter your Next Action text in the blue box.
2
Click on the date ribbon to open Date Picker → Click on Add time → Set your preferred time → Click on the preferred date to select it.

Alternatively, you can use the date input field to enter the preferred date → When ready click Enter.

Select date and time for Next Action

Note: You can also use our  Smart date and time feature to create actions with date and time. Simply type your date and time along with your Next Action such as " Call Joe at 2pm next Tuesday", and the date will be automatically set. Read more.


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.
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.


How to set a Next Action to Waiting For

1
Open contact → Enter your Next Action text in the blue box.
2
Click on the date ribbon to open Date Picker → Select Waiting For.

Set Next Action to Waiting For

3
Hit  Save.

NOTES
  • The majority of sales actions are “day based”, so use “Add time” sparingly to reduce clutter.
  • To turn off the smart time/date detection go to your user profile (top right) →  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 it is completed. You must first mark it complete and then delete it from the contact activity timeline.
  • If you have more than one action, you can add them as Queued Actions so you don't miss out on following up. See here. 

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