How to use Next Action with time

For important events such as meetings and scheduled appointments, you can include a time in the Next Action text so you don't miss out on following up.

In this Article:

How to create a Next Action with time

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

How to set up and use smart date and time 

How to create a Next Action with time

1
Open your contact.
2
Enter your Next Action text into a blue box. 
3
Select Date & Time option from the drop-down and set your preferred date and time.

4
Click Save to submit your settings.

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

1
Install OnePageCRM Chrome Extension. 
    2
    Sign into 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
Under the gear icon, select Settings
2
In Preferences → select the checkbox Enable smart date and time

3
When adding a Next Action ' date and time' supports natural language typing e.g. Call Joe at 2pm next Tuesday, will automatically set that date and time. Read more


    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'

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