Using Your Action Stream
- Why some of the contacts selected in bulk are not updated?
- How to use "Waiting for" in your Next Actions
- How to manually merge duplicate contacts
- How to assign a Next Action to a Contact
- Push Next Actions to gCal or Outlook
- How to update actions for multiple contacts
- How to configure the sales action reminder email
- How to close the sales cycle
- How to handle Next Action conflicts
- How Saved Actions work
- How to customize Quick Dates
- How to use Queued Actions
- My Action Stream
- How to set up your sales targets widget
- How to use Focus mode
- How to edit / delete a Next Action or Queued Actions
- Quick Date Select for Action Stream & Next Action Quick Edit
- Toggle Split Pane
- How to set up and use smart date and time
- Action Stream Calendar