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


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

Enter the action's details in the Add action box.
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.
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


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

Display Bulk actions bar

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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