Drag & drop Next Actions in your Action Stream

Drag & Drop Next Actions in your Action Stream

If you have a number of Next Actions due on the same day, and want to prioritize one above the others; you can now quickly select this action and drag it to the top of your list. Use this drag & drop feature to quickly update your Action Stream and focus on your highest-potential or most urgent contacts first.

Benefits of drag & drop:

  • A contact who needs to be prioritized can be quickly moved to the top of your Action Stream.
  • You can stay focused on the actions with contacts which help to generate the most revenue for your business.
  • A contact who is at the top of your Action Stream but not available to speak at the moment; can be quickly moved down the list without updating their Next Action text.

Drag & drop Next Actions in your Action Stream

Drag & drop does not permanently adjust the order of your Action Stream. It’s only recommended for use when working through your contacts. The new order can be undone, by clicking the refresh button or by selecting a filter to sort your contacts.

Let me know what you think of our drag & drop feature, email brianm@onepagecrm.com or comment below.

Not currently a OnePageCRM customer and interested in trialing this feature and more? Sign up for a free 21 day evaluation and see how our Next Action sales method can help you Get Sales Done!

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Brian McHale
Brian McHale
Brian is a fan of all things technology, website and startup-related. A strong supporter of keeping the human 'personal touch' alive in sales, Brian is also a believer that "anything which can be successfully automated, should be".

6 Comments

  1. This is a very nice new feature! Thanks, M

  2. Mike Daniels says:

    Useful new feature – but it would be really helpful to have the option of retaining the new ordering if desired.

    • Brian McHale says:

      Thanks for your feedback Mike. It’s mainly designed to help with prioritizing contacts while you’re actively working through your Action Stream, but I can see where it would be practical to retain the order. We’ll take this on board going forward. Thanks, Brian.

  3. Stuart Wills says:

    I like the idea.
    A couple of things that would help would be;
    Being able to set and retain a priority ie: our ‘A’ customers should get priority over our ‘B’ customers
    Being able to ‘tag’ a few URGENT jobs that sit above the today’s jobs

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