Type of Actions

The Action Stream works hand in hand with the Next Action sales methodology that has been exclusively developed for OnePageCRM and is inspired by a GTD technique ( Getting Things Done by David Allen). Learn here about the different types of sales actions and how to use each of them. 

In this article find more about:
Next Actions
Queued Actions
Scheduled Actions

Next Actions

Your Next Action is the high-priority task you have set for your contact. This is the action that will be displayed in your action stream. 

If you have multiple priority actions (Overdue, ASAP and for Today), they will all be displayed in your Action Stream. 

Queued Actions

Queued actions are a great way to add action reminders to a contact. They are used when you already have a Next Action assigned to a contact. Add your most urgent action as a Next Action and the rest as queued actions so you don't miss out on following up. 

1
To add a Queued Action, open a contact and select the blue icon in the Next Action box.
2
Enter the action's details → Select Queued → Hit Save
Note: When you complete a Next Action you have the option to promote your Queued Action as Next Action. 

Schedule Actions

If you have a Next Action set, you can also add a Scheduled Action and select a specific date or date and time. 
1

To add a Scheduled Action, open a contact and select the blue icon in the Next Action box.

2
Enter the action's details → Select  Date or one of the Quick Dates options → Hit  Save

Note: When you complete a Next Action, you have the option to  promote your Schedule Action as Next Action. If you don't do it, we will auto-promote the Schedule Action to Next Action overnight so you don't miss the follow-up.  

Still need help? Contact Us Contact Us