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  • Home
  • Our platform
    • Actis CRMActis is the market-leading pharmaceutical CRM system.Take a look
  • CRM Modules
    • Database
    • Medical Information
    • Payment Compliance
    • Account Science
    • Campaign Management
    • Samples Management
    • Dashboards
    • Remote Engagement
  • About us
  • Contact us
  • Knowledgebase
  • Support: 01628 487 766
01628 487 766 Enquire today Knowledgebase

Complete an action

Account PlanningBusiness Planning

Complete an action

Related topics
Assign an action to another employee Add a customer or location to an action
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Complete your actions to show progress against your objectives

Open an account
Under the Navigation tab click Business Planning
Click on the Timeline or List tab
Select the action you wish to complete
Under the Actions tab click Edit Action to open the action

Update the Status field to show the Action is complete
The Percent Complete field will update automatically to 100
Click the Calendar button and select the Completed Date
Click the Save and Exit button to return to the account business plan

Post navigation

Previous: Complete an objective
Next: Assign an action to another employee

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Our platform

  • Database
  • Medical Information
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  • Account Science
  • Campaign Management
  • Samples Management
  • Dashboards
  • Remote Engagement
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