Actions can be found within your inbox and are a great way to keep on top of the next actions you need to take when dealing with a sales enquiry.
Actions can be found on the center tab within an enquiry and creating an action is really easy.
Step 1 - Click the + Action button
Step 2 - Select your action type
There are 4 types of actions that you can log to track your productivity (Email, Phone, Meeting, To-do)
Step 3 - Give your action a name
For example "Call James regarding his quote"
Step 4 - Add a note
Add some detail to the action so you remember what it was about
Step 5 - Due date, reminders and assignment
Setup a due date, reminder and who the action is assigned to. By default, the action is assigned to you the user, but you can assign it to another member of your team.
Your reminders will be sent via email and on the platform.
Step 6 - Complete your task
When you've completed your next action, simply tick the tick box and you're done!
You can also add an action when creating a note