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Carrot CRM – Opportunity Actions

johnpatrick   Written by johnpatrick    Last updated on

Introduction

Team Actions is a collective information dashboard that shows your Actions in the team space.

You are able to select the Action Type you want to view by clicking on the headings and you’re also able to search for specific actions from this location.

Access Your Actions

  1. Click Actions
  2. To easily filter the list, select the types of Actions you wish to view by clicking the checkbox in each category.
  3. Click the Action that you want to open
  4. You can assign the Action to someone else by clicking ⋮ the three dots to the right of the Action and then click Edit Action.
  5. The search functions work by typing the Action name, Seller name, Seller email, and Seller phone number in the Search Actions field.
  6. For a granular filter, click on the Filter icon in the upper right and select the categories you want to drill into. You can sort it by the due date or just show today’s actions.

Actions Color Code

Your list is color-coded based on the due date of the Action

  • Green = Due today
  • Gray = Due in the future
  • Red = Overdue

Update an Action

Actions can be accessed from two main locations within Carrot CRM. The first is from your Team Actions Pipeline and the second is from within your Opportunity.

  1. Click Actions
  2. Select an action you want to open
  3. Follow the on-screen instructions and select the outcome of the current action
  4. Click Next Step
  5. Depending on where your Opportunity is in the Pipeline, other optional data can be entered or changed as it appears. For example, in the Call New Lead Action you’ll be asked if you were able to reach the seller or not. If you look at the related data you’ll see you can update the Contact or the Opportunity with new information.
  6. Click Next Step after you fill in the required and/or optional information.
  1. When you get to the end of the Action it will prompt you for the Next Action from the dropdown. Select the appropriate next action that you need to do for this opportunity.
  2. Select the person on your team who will perform this Action
  3. Check the box if you want to change the Opportunity Owner to the Action assignee
  4. Select Due In to have the system create a date for you based on the length of time selected
  5. or select a specific Date and Time
  6. Add instructions as needed for the person assigned
  7. Click Add to add the following Quick Adds:
  • Comment – the comment will record on the Opportunity Activity Log
  • Notes – the notes will record inside of the Opportunity. If there aren’t any existing notes you can enter new notes, if notes already exist in the Opportunity you can edit the existing or add to them.

    14. When you are finished filling out all pertinent fields, click Complete Action to complete this Action and create the new (next) Action

More on Quick Adds

Quick Adds are activities that you can set immediately while creating a new Action. The additional items you are able to perform while you’re inside the Action include adding a comment to the activity feed or adding a note to the Opportunity.