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

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

2
In the Saved Actions pop-up, click on pencil icon 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.

    • Or...
  • 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, you can edit it if needed → click  Save.

    Group Saved Actions

    1
    In the Saved Actions pop-up → click on the pencil icon.

    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 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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