Instant Edits for Action Stream & Next Action
You know better than anyone that your day-to-day sales process needs to be flexible. Clients change their minds, meetings get rescheduled and some deal negotiations take longer than anticipated, throwing your whole neatly planned schedule out of the window. So it’s important for you to be able to adjust on the spot.
That’s why our latest update makes editing the Next Action, the core of OnePageCRM, quicker and easier than ever before.
Adjust your schedule AND your Action Stream in a click
We can almost see it. Every morning, you come to the office (or hit the road), get your first cup of coffee and open OnePageCRM. And right there, on your Action Stream, are your priorities for the day. Just as you left them yesterday evening. The only problem is that since then, one prospect called to reschedule a demo, you’ve received an auto-reply from a lead saying she’s out of the office until next Tuesday, and following up with that conference contact is now marked ‘overdue’ just because yesterday’s meeting went on way past any reasonable time.
But none of those changes should slow you down one bit. Because now you can make quick edits to your Next Actions’ due dates and times right from the Action Stream, with just a couple of clicks!
You can be even more precise and set a date and time for your action from the calendar. And to remove that little bit of admin, we’ll remember that date, so you can then easily use it for another action. Neat, right?
Changes Happen Fast. Editing Next Action is Even Faster
Everything always goes as you planned, and clients never change their minds mid-way… said no one EVER. So just like you have to quickly adjust to any changes thrown your way, your Next Actions can now be instantly modified with click-to-edit! Simple, fast and straightforward.
In the fast-moving world of sales, every second matters. And we made sure your every second is spent on closing, not admin.
Have you tried our new Next Action functionality yet? Let us know what you think in the comments below or tweet us @OnePageCRM!
Perfect – my #1 feature request – will save a tonne of time! Thanks.
Great to hear Richard! Here’s to saving lots of time in 2020! ^Carmel 🙂
I find this more difficult because I set my calls a week out, now I have to manually go in and fix the date to seven days. Also I would click on the “date” tab and the “week” is gone, I was very used to doing this.
Hi Katie, thank you for your feedback. I’m sorry to hear you don’t find our latest update useful but it shouldn’t affect the way you used to work – we’ve just added more functionality.
I’ll pass your details to our Customer Support team and perhaps we can jump on a quick call.
Thanks, Carmel
LOVE the new date selection drop-down. One ask, can you add TWO WEEKS under the last choice, NEXT WEEK?
Great to hear you love the update James! Good suggestion re: adding two weeks as an option too. I’ll be sure to pass this over to our Product team for future consideration. Just to note if you edit the Next Action, you can customize the Quick Dates and set up two weeks, see here: https://help.onepagecrm.com/article/133-how-to-customize-next-action-quick-dates. Keep the feedback coming! ^Carms