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||Mark a Queued Action Complete|
|Create a Queued action using Saved Actions||Promote a Queued Action|
Create a Queued action
Queued actions will appear below the Next Action box.
Create a Queued action using Saved Actions
Mark a Queued Action complete
In the contact view, check the box beside a Queued action to mark complete.
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.
- Edit the Next Action text
- Assign a specific date
- Assign to a team member
- 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.