Add and manage tasks (Actions)
OnePageCRM is an action-focused CRM system.
Once you complete a Next Action, you are encouraged to add another one. Because you are never as clear on your next best step as right after you made your previous one.
In this article:
| Add Actions |
| Edit Actions |
| Delete Actions |
Add Actions to CRM contacts
Notes:
- The majority of sales actions are day-based, so use “Add time” sparingly to reduce clutter.
- You can set a Next Action to Waiting For, see here.
Notes:
- You can assign actions in bulk to contacts as well.
- When importing contacts, you can also add a Next Action to them.
- Completed actions can be seen in the Contact timeline and can also be deleted here by selecting the bin icon.
- Get browser notifications for time-specific Next Actions (Chrome only).
- You can manually push individual actions to your Google or Outlook 365 calendar.
- To automatically push all actions to your Google, Outlook 365, or Apple calendar, set up the Calendar Feed.
Edit Actions for CRM contacts
Jump up to Article's Overview ⮝In OnePageCRM, you can edit the text of existing actions, adjust the date and time set for them, and reassign them to another user within the CRM if needed.
- Edit the text of the actions by clicking on it → make changes as required → hit Enter on your keyboard to save the changes.
- To edit the date and time, select the Date flag for the appropriate action
- Click on a date or select a predefined option on the left-hand side in the Date flag pop-up to reschedule it for another day.
- Click on Add time to → add the appropriate time → hit Enter on your keyboard to save it.
Note: You can reschedule Next Actions assigned to you in bulk.
- Reassign the Actions by hovering over the action → select a user from the dropdown.
Alternatively and if there are existing actions assigned to another team member, you can reassign an action by dragging and dropping it into their assigned section.
Notes:
- If an action is already assigned to that user, you can reassign it by simply dragging and dropping it to their section of actions.
- You can reorganize actions that are scheduled for the same date by dragging and dropping them.
- Actions can also be updated in bulk; see here which updates you can make.
Delete Actions from CRM contacts
Jump up to Article's Overview ⮝
Notes:
- Scheduled and Queued Actions can be deleted in bulk.
- Actions that are assigned to you can be completed in bulk.
- Next Actions cannot be deleted in bulk.
You can learn more about how to update Actions in bulk here.