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.

 

TIP: 

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.