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:
- Create standardized action items.
- Review naming consistency.
- Save configurations.
- Begin assigning actions to opportunities, events, and orders.
How to create/edit next action items:
- On the side panel go to General Setup
- Select Marketing
4. On this window, you will have the option to create or edit an action, reset state or refresh the page.
