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:

Open the contact from the Action Stream or Contacts list.
Mark the existing Next Action complete by clicking on the box to the left.
Hover over the  Queued Action you wish to promote and click the Next button to the left.
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
Click Save to save this as a Next Action.

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