Working with actions on mobile CRM (iOS and Android)
Next Actions are at the core of OnePageCRM and are the light touchpoints or tasks (call, email, send quote) that you need to take in order to move closer to closing that sale.
When on the go, use our Mobile App to set a Next Action, and you won't miss out on following up.
In this article:
| Assign/Complete Actions on mobile CRM |
| Edit/Remove Actions on mobile CRM |
| Insert Action templates on mobile CRM |
| Close/Reopen the sales cycle on mobile CRM |
Assign/Complete Actions on mobile CRM
💡 Click Mark Complete to complete a Next action.
💡 For additional actions, you can also swipe right to complete it.
Edit/Remove Actions on mobile CRM
Jump up to Article's Overview ⮝Open the contact in the mobile app → scroll to the blue Next Action box.
Edit actions
- Click on the pencil icon to edit the Next Action.
- Click into a scheduled/queued action to edit it.
Delete actions
- Click on the bin icon to edit the Next Action.
- Swipe to the left to delete a scheduled/queued action.
Insert Action templates on mobile CRM
Jump up to Article's Overview ⮝
💡 If no due date is set, the first selected action becomes the Next Action and the rest are queued.
💡 When replacing an uncompleted Next Action with Action templates, you can only select one action, including from Grouped Actions.
💡 Action templates can only be created and customized in the web app.
Close/Reopen the sales cycle on mobile CRM
Jump up to Article's Overview ⮝
💡 Sales cycle is user-based. You can’t close it for another user
💡 Add or edit the sales cycle comment even after it’s closed by clicking on the pencil icon.
💡 Click Reopen Sales Cycle to reopen the cycle.
