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. 

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. 

You can learn more on how to add, edit, delete, or complete Next Action here.

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. 

To learn how to add, edit, delete, or promote Queued Action visit here.

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

To learn how to add, edit, delete, or promote Scheduled Action visit here.