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Version: 1.3.1

Related Actions

You can create related action records from existing records of Leads, Opportunities, Marketing Campaigns. You can log all communication and work for the record in the agent interface with related actions.

caution

Related actions are meant to be created automatically. To do so, configure integration via the REST API.

Actions


If you need to perform any action to work on a record, create a record about it in the agent interface.

Avaialble for the following record types:

  • Opportunity

To create an action manually, complete the following steps:

  1. Open the record for which you need to create an action.
  2. In the Related Lists area, select the Actions tab.
  3. Click New and fill in the fields.
  4. Click Save or Save and exit to apply the changes.

Action form fields

FieldMandatoryDescription
SubjectYAdd the subject of the action.
Related element typeNThe record type that the action is related to. It is filled in automatically with the record type from which the action is created. Available options:
  • Opportunity
Related opportunityNThe source record from which the action is created. The field is filled in automatically.
OwnerYSpecify the employee responsible for the action.
Due dateNSpecify the deadline for the action.
PriorityNSpecify the priority of the action. Available options:
  • Low
  • Medium
  • High
  • Very high
StateNSpecify the state of the action. Available options:
  • Open
  • Completed
  • Closed
  • Canceled
DescriptionNAdd the description of the action.

To see the list of actions created from a record, open the record form and find Actions related list. To see all actions related to all opportunities, navigate to CRM → Actions → Actions.

CRM tasks


If several departments need to work on a record, you can add tasks for all of them. The Owner can change the task state while working on it.

Available for the following record types:

  • Lead
  • Opportunity
  • Marketing campaigns

To create a CRM task manually, complete the following steps:

  1. Open the record for which you need to create a task.
  2. In the Related Lists area, select the Tasks tab.
  3. Click New and fill in the fields.
  4. Click Save or Save and exit to apply the changes.

Task form fields

FieldMandatoryDescription
SubjectYAdd the subject of the task.
StateNSpecify the state of the task. Available options:
  • Low
  • Medium
  • High
  • Very high
PriorityNSpecify the priority of the task. Available options:
  • Low
  • Medium
  • High
  • Very high
Related element typeNThe record type that the CRM task is related to. It is filled in automatically with the record type from which the action is created. Available options:
  • Lead
  • Opportunity
  • Marketing campaigns
Related elementNThe source record from which the action is created. The field is filled in automatically.
Planned start dateNSpecify the date when the Owner should start the task.
Planned end dateNSpecify the date when the Owner should end the task.
Actual start dateNSpecify the date when the Owner started the task.
Actual end dateNSpecify the date when the Owner ended the task.
OwnerYSpecify the employee responsible for the task.
Due dateNSpecify the deadline for the task.
DescriptionNAdd the description of the task.

To see the list of tasks created from a record, open the record form and find Tasks related list. To see all tasks related to all leads, opportunities and marketing campaigns, navigate to CRM → Actions → CRM Tasks.

You can create task templates that automatically add new tasks when a related opportunity's sales stage changes. Thus, task chains can be created to automate the workflow required to move the opportunity by stages.

Emails


If an email needs to be sent as you work on the record, add a record for this email.

Available for the following record types:

  • Lead
  • Opportunity
  • Marketing campaigns

To create an email manually, complete the following steps:

  1. Open the record for which you need to create an email.
  2. In the Related Lists area, select the Emails tab.
  3. Click New and fill in the fields.
  4. Click Save or Save and exit to apply the changes.

Email form fields

FieldMandatoryDescription
SubjectYAdd the subject of the email.
StateNSpecify the state of the email. Available options:
  • Low
  • Medium
  • High
  • Very high
OwnerYSpecify the employee responsible for the email.
PriorityNSpecify the priority of the email. Available options:
  • Low
  • Medium
  • High
  • Very high
FromNSpecify the email sender.
ToNSpecify the email receiver.
CcNSpecify the email carbon copy receivers.
BccNSpecify the email blind carbon copy receivers.
DescriptionNAdd the description of the email.
Due dateNSpecify the deadline for the email to be sent.
Related element typeNThe record type that the email is related to. It is filled in automatically with the record type from which the action is created. Available options:
  • Lead
  • Opportunity
  • Marketing campaigns
Related elementNThe source record from which the action is created. The field is filled in automatically.

To see the list of emails created from a record, open the record form and find Emails related list. To see all emails related to all leads, opportunities and marketing campaigns, navigate to CRM → Actions → Emails.

Meetings


If you need to have a meeting while working on the record, add a record for this meeting.

Available for the following record types:

  • Lead
  • Opportunity
  • Marketing campaigns

To create a meeting manually, complete the following steps:

  1. Open the record for which you need to create a meeting.
  2. In the Related Lists area, select the Meetings tab.
  3. Click New and fill in the fields.
  4. Click Save or Save and exit to apply the changes.

Meeting form fields

FieldMandatoryDescription
SubjectYAdd the subject of the meeting.
StateNSpecify the state of the meeting. Available options:
  • Low
  • Medium
  • High
  • Very high
Mandatory participantsNSpecify the mandatory participants of the meeting.
Optional attendeesNSpecify optional attendees of the meeting.
All day eventNSelect the checkbox if the meeting takes all day.
Start dateNSpecify the start date if the All day event checkbox is selected.
TimeNSpecify the start time if the All day event checkbox is selected.
Start timeYSpecify the start date and time if the All day event checkbox is not selected.
DurationNThe duration is set automatically based on the Start time and End time.
End timeYSpecify the end date and time if the All day event checkbox is not selected.
OwnerYSpecify the employee responsible for the meeting.
PriorityNSpecify the priority of the meeting. Available options:
  • Low
  • Medium
  • High
  • Very high
LocationNSpecify the location of the meeting.
Due dateNSpecify the deadline for the meeting.
DescriptionNAdd the description of the meeting.
Related element typeNThe record type that the meeting is related to. It is filled in automatically with the record type from which the action is created. Available options:
  • Lead
  • Opportunity
  • Marketing campaigns
Related elementNThe source record from which the action is created. The field is filled in automatically.

To see the list of meetings created from a record, open the record form and find Meetings related list. To see all meetings related to all leads, opportunities and marketing campaigns, navigate to CRM → Actions → Meetings.

Phone calls


If you need to make a phone call while working on the record, add a record about this phone call.

Available for the following record types:

  • Lead
  • Opportunity
  • Marketing campaigns

To create a phone call manually, complete the following steps:

  1. Open the record for which you need to create a phone call.
  2. In the Related Lists area, select the Calls tab.
  3. Click New and fill in the fields.
  4. Click Save or Save and exit to apply the changes.

Phone Call form fields

FieldMandatoryDescription
SubjectYAdd the subject of the phone call.
StateNSpecify the state of the phone call. Available options:
  • Low
  • Medium
  • High
  • Very high
Customer contactNSpecify the contact you need to call.
Due dateNSpecify the deadline for the phone call.
Start timeYSpecify the start date and time of the phone call.
End timeYSpecify the end date and time of the phone call.
DurationNThe duration is set automatically based on the Start time and End time.
PriorityNSpecify the priority of the phone call. Available options:
  • Low
  • Medium
  • High
  • Very high
DirectionNSpecify the direction of the phone call. Available options:
  • Outgoing
  • Incoming
Internal ContactNSpecify the contact of the employee who makes the phone call.
DescriptionNAdd the description of the phone call.
Related element typeNThe record type that the phone call is related to. It is filled in automatically with the record type from which the action is created. Available options:
  • Lead
  • Opportunity
  • Marketing campaigns
Related elementNThe source record from which the action is created. The field is filled in automatically.

To see the list of phone calls created from a record, open the record form and find Calls related list. To see all phone calls related to all leads, opportunities and marketing campaigns, navigate to CRM → Actions → Phone calls.