How to assign queued actions to a contact
Queued actions are a great way to add action reminders to a contact. They are used when you already have a Next Action assigned to a contact. Add your most urgent action as a Next Action and the rest as queued actions so you don't miss out on following up!
There are two ways to assign a Queued action to a contact:
- Select the + icon in the Next Action box.
- Use Saved Actions.
To assign a Queued action using the + icon
To assign a Queued action using Saved Actions
To mark a Queued Action complete
- Contacts with Next Actions assigned to you will only appear in your Action Stream.
- Once you've marked a Next Action complete, you can choose to promote a queued action or an action with a date as a Next Action.