How to use Scheduled Actions

If you have just completed your Next Action and have a Scheduled Action set, every day at midnight, OnePageCRM will automatically promote this Scheduled Action to the Next Action, so you don't miss out on following up.

Alternatively, you can auto-promote, add, edit, and delete scheduled Actions if you wish.

In this article, find out how to:
Promote a Scheduled Action (manually) Add a Scheduled Action
Delete a Scheduled Action (one by one) Delete Scheduled Actions in bulk
Edit Scheduled Actions (manually)

Promote a Scheduled Action (manually)

Once you have completed your Next Action, you can choose to manually promote this Scheduled Action to a Next Action by clicking on Next.

Promote cheduled action

Add a Scheduled Action

1

If you have a Next Action set, you can add a Scheduled Action by clicking on the + symbol on the bottom right-hand side of the blue area.

Add a schedued action

2
Enter the action's details in the Add action box.
3
You can choose to assign a scheduled action to yourself or to another user on the account by selecting their name from the drop down.
4
Click on the date flag to set the date of the action. → Click Save

Add scheduled action

Delete a Scheduled Action (one by one)

Hover over the Scheduled Action → Select the bin icon.

Delete scheduled action

Delete Scheduled Actions in bulk

1

Select contacts from your Action Stream → in the Bulk Updates menu, Select Actions.

Display Bulk actions bar

2
In the  Bulk update actions pop up, select  Delete actions → Select Delete only my Scheduled and Queued Actions. 

Delete only my scheduled actions

Edit Scheduled Actions (manually)

Hover over the Scheduled Action → Select the pencil icon.

Edit scheduled action

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