--- title: Next Action Items description: How to create/edit next action items:  4. On this window, you will have the option to create or edit an action, reset state or refresh the page. --- [Skip to content](https://faq.elecate.com/faq/next-action-items#main-content) English Show submenu for translations [Customer portal](https://elecate.com/tickets-view?hsLang=en) ![Elecate with Star](https://faq.elecate.com/hs-fs/hubfs/Elecate_pri.png?width=400&height=203&name=Elecate_pri.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://elecate.com/tickets-view) - Go to elecate.com Go to elecate.com Hi, How can we help you? - There are no suggestions because the search field is empty. 1. [Home](https://faq.elecate.com/faq?hsLang=en) 2. [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en) # Next Action Items   Next Action Items are configurable follow-up activities used to track the next required step in the sales, event, or order management process. They help teams standardize customer interactions, maintain consistent follow-up procedures, and ensure important tasks are not overlooked. Proper setup of Next Action Items improves workflow visibility, customer engagement, and operational accountability.   Maintaining a clean, well-sequenced Next Action list ensures that: - Every salesperson uses consistent terminology when planning follow-ups - Sales & Marketing Reports accurately reflect pipeline activity - Callbacks are triggered automatically when a Next Action is flagged with the **Callback** setting - The sales workflow progresses logically from prospecting through closing **Required Configuration Before Setup:**   Next Action Items are generally designed around an organization's sales and customer management processes.   #### Phase 1: Define Business Follow-Up Processes Identify the most common actions users perform throughout the customer lifecycle. Examples: - Call Customer - Send Proposal - Schedule Site Visit - Send Contract - Confirm Details - Follow Up After Event #### Phase 2: Align with Departments Review action requirements with: - Sales - Catering Coordinators - Account Managers - Customer Service Teams This ensures action items support actual operational workflows. #### Phase 3: Create Next Action Items Once common business activities have been identified: 1. Create standardized action items. 2. Review naming consistency. 3. Save configurations. 4. Begin assigning actions to opportunities, events, and orders. How to create/edit next action items:  1. On the side panel go to ***General Setup*** 2. Select ***Marketing*** ***![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-04-16-33-3546-PM.png?width=400&height=254&name=undefined-Apr-14-2025-04-16-33-3546-PM.png)*** 3.  Click on ***Create and Edit Next Action Items*** ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-04-16-42-1925-PM.png?width=577&height=306&name=undefined-Apr-14-2025-04-16-42-1925-PM.png) 4\. 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