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 them to contacts in just one click. 

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

Set up Saved Actions

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

In the Saved Actions pop-up, click on pencil icon to add and edit actions.

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


    • You can choose to skip weekend days like Friday, Saturday and Sunday, in case your Saved Action date would be scheduled on these days. See here how to update your preferences.

    Group Saved Actions

    In the Saved Actions pop-up → click on the pencil icon.

    Select multiple actions from the list → click Group actions.

    Name your group e.g. Social Media Activities → click  Save.

    • Use [Firstname] when creating an action and the contact's first name is auto-insert.
    • Use [number days][Today] or [Tomorrow] 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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