How to use Queued Actions

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. Then when you complete a Next Action you have the option to promote your queued Actions as Next Actions. 

In this article
Create a Queued action using the + icon Mark a Queued Action Complete
Create a Queued action using Saved Actions Promote a Queued Action

Create a Queued action using the + icon

1
Open a contact and select the blue  + icon in the Next Action box.   
2
Enter the action's details in the Add action box.
3
You can choose to assign a queued action to yourself or to another user on the account by selecting their name from the drop down.
4
Choose to make this Queued (without a date) or to set a date from the drop down.   
5
Queued actions will appear below the Next Action box. 

Create a Queued action using Saved Actions

1
Click on the Saved Actions icon to the left of the Next Action box. 
2
In the Saved Actions pop-up, select multiple actions → click Insert
3
The first Saved Action in your list will appear as a Next Action, the remainder will appear as Queued Actions. 

Mark a Queued Action complete

1
In the contact view, check the box beside a Queued action to mark complete.
2
Completed Queued actions can be seen in the Activity timeline. 

Promote a Queued Action

When you've completed a Next Action and have Queued actions set up, you can promote one Queued action to become the Next Action that will appear in your Action Stream as a reminder.

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.
NOTES
  • Contacts with Next Actions assigned to you will only appear in your Action Stream. See here for more on the Action Stream.
  • Once you've marked a Next Action complete, you must choose to promote a queued action or an action with a date as a Next Action to allow it to be visible in the Action Stream.

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