Are we a match? Are we a match

Set a date for your important queued actions

Table of contents

If you’re managing more than one project for a single contact, use OnePageCRM’s queued actions with dates to stay on top of each one. Keep your most urgent project (Project A) as your Next Action and once it is complete, you can promote the next most urgent one (Project B) in just one click.

Afterward, set the next queued action and its date for Project A before moving on to the next contact in your Action Stream.

Queued actions with dates

Benefits of queued actions with dates

Queued actions with dates help to give you control over your more complex sales, especially when you have multiple projects associated with a single contact:

  • Keep your most important Next Action at the top of your queue.
  • Use a due date for other queued actions to determine which comes next in the list.
  • Promote the next queued action to your Next Action with just one click.
  • Quickly assign another action for Project A and set a date before moving on.

If you need to quickly rearrange the order of contacts in your Action Stream to prioritize those with queued actions, simply use our drap & drop feature.

Comments (6)
  1. Can I assume that you are working on “times” for queued actions to go along with dated queued actions?

    1. Hi Barry, thanks for your comment. I’ve passed this on to our dev team to look into as a future possibility.

Leave a Reply

Your email address will not be published. Required fields are marked *


The CRM you’ve been looking for

Try Free
No credit card required • 21-day free trial