Create New Action – Action Details
Action Details stores:
- Assigned To – User that the action is assigned to.
- Action Subject – Subject of action.
- Action Reason – Action reason assigned.
- Action Type – Action type assigned.
- Action Title – Short description of the action.
- Action Date/Time – Time at which the action is due.
- Click the +date buttons to add time to the action date
- Target Date – Target date for completion.
- Priority – Priority for the action.
- Action Stage – Initial sales stage.
- Prevent Pop-up – If selected, the action will not pop-up.
- Action Flag – Action flag assigned.