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
- Date & Time
- Waiting For
- Quick Dates
Note: You can customize the Quick Dates options. See here.
How to create a Next Action with time
How to set up browser notifications for time-specific Next actions (Chrome only)
Note: the pop-up notification will only show for a few seconds.
How to set up and use smart date and time
How to set a Next Action to Waiting For
- 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.