How to use Waiting For
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.
In this article:
| How to add Waiting for flags | Where to find Waiting for contacts |
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 contacts in your CRM
Jump up to Article's Overview ⮝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
- 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.