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Carrot CRM – Create Next Action

johnpatrick   Written by johnpatrick    Last updated on

Introduction

Updating Actions is necessary to push Opportunities forward in the pipeline and ensure that none are left behind. Creating Next Actions is also how you do almost everything in InvestorFuse, whether if you want to schedule an appointment, make an offer, you create it as an Action, and this is what powers the KPIs of the system adding to the importance of keeping them up to date.

Create the Next Action

  1. Go to Actions
  2. Select the action that you want to work on
  3. Select the outcome of the Action
  4. Click Next Step
  1. Select the Next Action you want to create
  2. Assign the action to a team member or yourself
  3. Tick the box if you want the action assignee to be the opportunity owner
  4. Set the due date of the Action
  5. Add instructions – Optional
  6. Click Complete Action

Wait for the system to create and assign the next action before leaving the page to avoid any issues.