Assign dates and date flags to actions
The date flags allow you to easily set and update the priority of your actions.
The Next Action sales methodology has been exclusively developed by OnePageCRM and is inspired by the GTD principles (Getting Things Done by David Allen).
| In this article: | |
| Types and order of Date flags | Customize Quick Dates |
| Use Waiting for label for your actions | Reschedule multiple actions in bulk |
Types and order of Date flags
| ASAP | These are actions that need to be completed urgently and will displayed at the top of the actions assigned to this contact and Action Stream. |
| Waiting for | These are actions where you are waiting on the contact to complete an action or provide information. These will be displayed at the bottom of your actions for this contact and Action Stream. More details here. |
| Queued | These are action reminders for a contact that don't have a specific date or time. |
| Today | By selecting this option the action will be assigned to today's date. |
| Tomorrow | By selecting this option the action will be assigned to tomorrow's date. |
| End of week | By selecting this option the action will be assigned to the end of this week. Select on which day the calendar week starts for you. |
| Next week | By selecting this option the action will be assigned to the beginning of the next week. |
| Last selected | This will set the action to the last date flag you selected. |
| Quick Dates | Customize specific dates to quickly select them. |
Notes:
- You can only assign one ASAP action to the same contact at one time.
- The Queued date flag cannot be assigned for Next Actions.
- The date an action falls due is calculated from:
- the day the action is set for Today and any Future dates
- today for ASAP, Waiting for, Queued, and any Overdue actions
The order for the actions on the Contact page and Action Stream will display them by urgency and the order is as follows:
- ASAP
- Overdue actions
- Today actions
- Future actions with a date
- Waiting for
- Queued actions
Use Waiting for label for your actions
When the ball is on your client's court and you're waiting for them to get back to you about a deal or other details, you can set an action as Waiting for.
| How to set an action to Waiting for | Where to find Waiting for actions |
How to set an action to Waiting for
Note: Contacts with an action set to Waiting for are included in your Action Stream.
Where to find Waiting for actions
Once the Waiting for label has been applied to a Next Action, you can find all contacts you are waiting to hear back from in the Waiting for filter.
Select the Waiting for filter from the left-hand side menu on the Action Stream.
Contacts are displayed in reverse chronological order starting with the shortest stale indicator e.g. 0 Days and ending with the longest stale indicator.
Notes:
- The stale indicator refers to the period from the time stamp the contact was assigned the Waiting for up to now.
- The stale indicator ranges from 0 Days to 6 days, 1 Week (Wk) to 4 Weeks (Wks), and when the waiting time exceeds 30 days it displays that the action is waiting over a month (MTH).
- The Waiting for filter will only display Waiting for actions assigned to you.
Customize Quick Dates
Quickly select a date interval using Quick Dates to save time when creating a Next Action. The Quick Dates intervals are customizable depending on your workflow requirements.
Please note: Only the Account Owner or Administrators can customize Quick Dates.
You can select from the following date interval options:
Reschedule multiple actions in bulk
Notes:
- You can only update actions that are assigned to you.
- See here for further details on why some actions are not updated.