Getting started with the Action Stream and Next Actions
Discover the Action Stream and our Next Action sales methodology by checking out the resources below.
- My Action Stream
- Split Pane
- How to configure Focus Mode
- Configure your daily Sales Action reminder email
- Types of Actions
- Assign Next Actions
- Assign a Queued Action
- How Saved Actions work
- Quick Date Select and Quick Next Action Edit
- Edit or Delete a Next Action/ Queued Action
- Action promotion
- Push Next Actions to your calendar