How Saved Actions work

Saved Actions are sales activities that are used repeatedly in your sales process. You can easily create a list of individual or group actions and assign to a contact in just one click. 

In this article:
Set up Saved Actions Use Saved Actions
Group Saved Actions

Set up Saved Actions

1
Click on the Saved Actions icon to the left of the Next Action box. 

    2
    In the Saved Actions pop-up, click on Edit action to add and edit actions. 
    3
    To add a new action, click on the New saved action field → click  Save.

    Use Saved Actions

    There are two ways to insert a saved action:

    1
    By typing in the  Next Action text field.
    2
    Select from a list in the Saved Action pop-up  and click  Insert.  
    Note: You can insert multiple saved actions at once. 
    3
    Once an action is inserted, edit if necessary → click  Save.

    Group Saved Actions

    1
    In the Saved Actions pop-up → click on Edit actions → select multiple actions from the list → click  Group actions.
    2
    Name your group e.g. Social Media Activities → click  Save.
NOTES
  • Use [Firstname] when creating an action and we'll auto-insert the contact's first name.
  • Use [Days] to specify when the action should fall due. 
  • You can drag n' drop actions within the Saved Action pop-up.
  • You can create a maximum of 1000 Saved Actions.
  • When importing a CSV.file, you can assign multiple actions only if they are saved as a group in Saved Actions.
  • When updating actions in bulk, you can access your Saved Actions and grouped actions. 
  • All users on the account can create Saved Actions. Once created, all users have access to assign them to contacts. For example: If a sub user / Administrator creates a set of Saved Actions, another sub user can use them.

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