6.59 (Anonymous)
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Next Action Template
Build workflow within events with Next Actions
Home
Setup
Next Actions
Action Template
Edit
Task & Resources
Next Action Title:
Return Call
Action Description:
Return client phone call
Event Admin (role):
Not Assigned
Event Resource (role):
Not Assigned
Action & Reminders
Time to Complete:
7
Day(s)
Email:
Text Msg::
Robo Call:
Daily Summary:
Include Task
Successful Completion Options
Event Status:
DO NOT CHANGE
Set Date:
DO NOT CHANGE
Email to Client:
None
Email to Staff:
None
Action Failure Options
Event Status:
DO NOT CHANGE
Set Date:
DO NOT CHANGE
Email to Client:
None
Email to Staff:
None
Edit