How to assign Actions to a contact in our Mobile App?

Next Actions are at the core of OnePageCRM and are the light touchpoints or the tasks (call, email, send quote) that you need to take in order to move closer to closing that sale. When on the go, use our Mobile App to set a Next Action and you won't miss out on following up. 

This help article is available for iOS and Android users.

Assign Actions to a contact in the iOS app

1

In the Contact View, select Create a Next Action.

2
Type your action → Select the Date and owner of the action in Assign to → Hit Save
Note: You can add Saved Actions by selecting the More (three dots) icon

Assign Actions to a contact in the Android app

1

In the Contact View, select Create a Next Action.

2
Type your action → Select the  Date and owner of the action in  Assign to → Hit the tick icon to create the action. 
Note: You can add Saved Actions by selecting the More (three dots) icon

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