Manage Actions
Actions enable your team to keep track of what has been done within a campaign. You can log historical actions that have already been done, such as when you have sent invitations out to clients, and to register when invitations have been accepted. You can also assign future actions to team members to undertake, such as setting up telephone calls to venues.
- Related Topics:
- Add an Action to a Campaign
You can create an action to log a completed task against a campaign, or a future task for a member of the team to undertake. - Edit a Campaign Action
You edit a campaign action to update the due date, priority, assignee, and description. - Complete a Campaign Action
When you complete an action, you enter completion notes within the action record to sign it off.
Parent Topic: How To...