Promote Queued Action to Next Action

When you've completed a Next Action and have Queued actions set up, you can promote these to a Next Action by following the steps below:

1
Open the contact from the Action Stream or Contacts list.
2
Mark the existing Next Action complete by clicking on the box to the left.
3
Hover over the  Queued Action you wish to promote and click the Next button to the left.
4
The Queued Action will move up to the Next Action box and you can do the following:
  • Edit the Next Action text
  • Assign a specific date
  • Assign to a team member
5
Click Save to save this as a Next Action.

Still need help? Contact Us Contact Us