You may need to contact several customers or visit more than one location in order to complete an action. You can keep track of that by creating an action checklist.
Open the account
Under the Navigation tab click Business Planning
Click on the Timeline or List tab
Select the action you wish to edit and under the Actions tab click Edit Action
OR
If the action is assigned to you, open the action from the diary or task list
Under the Actions tab click Add Customer or Add Location
The selection list will open displaying the account customers or locations
Search the list to find the required customers or locations and click the Select Customers or Select Locations button to select them. The number of customers or locations selected will appear in the list header
Click the Add Selected Customers or Add Selected Locations button to add the customers or locations to the action
The Action page will re-open displaying the customers and locations as a checklist.
Each time you update the action, update the checklist by ticking the Actioned checkbox next to the customer or location name and add any specific notes.
Important: Ticking all the Actioned checkboxes on the check list will not complete the action. Navigate back to the General tab to complete the action.