Actions Taken

The Actions Taken list identifies actions that you take to deal with any kind of business situation. They help you to classify records in Appointments, Contact Logs, Document Logs, Problem Logs and Project Logs.

ACTIONS TAKEN BASICS
When to Use Actions Taken | Entering Actions Taken | Using Simple Lists

WEBSITE INFO LINKS
Lead Tracking Software | Business Management Software

RELATED TOPICS
Appointment Types | Contact Types | Document Types | Problem Types

When to Use Actions Taken

Use Actions Taken to group and classify anything you do as part of your lead tracking, customer relations and general business management.

You can include any type of action that makes sense for your business.

For example, a gargoyle salesman might include the following actions:

Call made
Email sent
Grimace enhanced
Mail sent
Mug shots taken
Paperwork filed
Repair made
Roof inspected
Talons clipped
Wings polished

HINT-- You can also use the Comments field to give a more complete description of actions taken in a business record. The Actions taken field is just a simple way to group actions in a way that is easy to find later.

Entering Actions Taken

To enter Actions Taken, follow these steps:

Choose Other Lists from the Options menu, and choose Actions Taken from the submenu.
Click the New button, and type in an item. You can also double-click on an item and change the text.

If you are entering a record that has an Action Taken field, you can also click on the popup button next to the clairvoyant field, and choose Edit Actions Taken from the bottom of the menu.

NOTE-- The Actions Taken list is a simple list of text. For more about simple lists, click here.