Actions are the various tasks that may be completed before an objective is met. Actions are time are time specific, i.e. they start and finish on specific dates.
Actions can be:
- Linked to any business plan that exists for the account
- Linked to any objective on the business plan
- Assigned to any employee that has access to the account
- Linked to customer(s) and/or location(s)
- Open the account
- Under the Navigation tab click Business Planning
- Click on the Timeline or List tab
- Under the Actions tab click Add Action
- Complete all fields especially those marked with an asterisk which are mandatory
- Click the Save and Exit button to save the action and return to the business plan
- The action will appear on the timeline and in the list
Complete the form as follows
- Account: Prefilled with the account name
- Employee: Actions can be assigned to any account team member listed in the Employees section of the account. Select from the drop-down options
- Business Plan: Prefilled with the plan that the action was created from. To assign the action to a different plan, select from the drop-down options
- Objective: If the objective was selected on the timeline when Add Action was clicked then this field will be prefilled, otherwise leave blank for actions not connected to objectives or select an objective from the drop-down options
- Status: Select from the drop-down options
- Action: Type a description for the action
- Start Date: Click the Calendar button and select a start date for the action
- Due Date: Click the Calendar button and select a due date for the action
- Due Date Reminder: Tick the checkbox and select how many days or weeks in advance you wish the reminder to appear
- Percent Complete: This will be 0 for new actions but can be edited as the task progresses and will change to 100 once the action is complete
- Show in Calendar: Tick the checkbox to add the action as a calendar task
- Comment: Add notes to the action with a date. This is useful for progress tracking
- Completed Date: Once the action has been completed, click the Calendar button add the date
Important: Actions allocated to employees will appear in their diary and on their task list each time they open actisCRM