Scheduled Actions - auto-promote / add / edit / delete

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 a 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.

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.

2

Add your Action text→ Select Date→ Hit Save.

Delete a Scheduled Action (one by one)

Hover over the Scheduled Action → Select the bin icon.

Delete Scheduled Actions in bulk

1

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

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

Edit Scheduled Actions (manually)

Hover over the Scheduled Action → Select the pencil icon.

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