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.
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
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 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
Select contacts from your Action Stream → in the Bulk Updates menu, Select Actions.
Edit Scheduled Actions (manually)
Hover over the Scheduled Action → Select the pencil icon.
