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

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

    In the Saved Actions pop-up, click on Edit action 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.
    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, edit if necessary → click  Save.

    Group Saved Actions

    In the Saved Actions pop-up → click on Edit actions → 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 we'll auto-insert the contact's first name.
  • Use [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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