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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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