I have an action in my actions tab, what should I do?

Getting started on your actions is easy enough, but what does the whole process look like?


Step 1: Open Actions Tab


Step 2: Pick which action you want to start with

Might be smart to sort by action type and do the type you like best first...or last like dessert.



Want to focus on your actions? In the Owner name column, search for your name and the Actions tab will only show the customers you're managing!

Step 3: Confirm action has been taken by clicking the Mark Done button.