How to use Waiting For

When the ball is on your client's court, and you're waiting for them to get back to you about a deal or other details, you can set an action as Waiting for.

How to set an action to Waiting for

Click on the date flag of the appropriate action on the Contact profile or from the Action Stream → select Waiting for.

waiting for actions

Once selected the counter will keep track of how long you have been waiting.

day counter for waiting for crm contacts

💡 Contacts with an action set to Waiting for are included in your Action Stream.

Where to find Waiting for contacts

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Select the Waiting for filter from the left-hand side menu on the Action Stream.

Contacts are displayed in reverse chronological order:

starting with the shortest stale indicator, e.g., 0 Days
ending with the longest stale indicator

waiting for filter in your crm

💡 The stale indicator shows how long a contact has been in the “Waiting for” stage.

💡 The stale indicator shows waiting time from 0–6 days, 1–4 weeks (WKs), and over 30 days as over a month (MTH).

💡 The Waiting for filter will only display Waiting for actions assigned to you.

How to use Waiting For

In this article:

How to set an action to Waiting for

Where to find Waiting for contacts

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