Create New Action – Action Details

Create new action - Finish

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.

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