You can create related action records for 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.
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:
- Open the record for which you need to create an action.
- In the Related Lists area, select the Actions tab.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Action form fields
| Field | Mandatory | Description |
|---|---|---|
| Subject | Y | Add the subject of the action. |
| Related element type | N | The 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:
|
| Related opportunity | N | The source record from which the action is created. The field is filled in automatically. |
| Owner | Y | Specify the employee responsible for the action. |
| Due date | N | Specify the deadline for the action. |
| Priority | N | Specify the priority of the action. Available options:
|
| State | N | Specify the state of the action. Available options:
|
| Description | N | Add the description of the action. |
| Planning tab | ||
| Planned start date | N | Specify the date when the Owner should start the action. |
| Planned end date | N | Specify the date when the Owner should end the action. |
| Actual start date | N | Specify the date when the Owner started the action. |
| Actual end date | N | Specify the date when the Owner ended 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:
- Open the record for which you need to create a task.
- In the Related Lists area, select the Tasks tab.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Task form fields
| Field | Mandatory | Description |
|---|---|---|
| Subject | Y | Add the subject of the task. |
| State | N | Specify the state of the task. Available options:
|
| Priority | N | Specify the priority of the task. Available options:
|
| Related element type | N | The 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:
|
| Related element | N | The source record from which the action is created. The field is filled in automatically. |
| Planned start date | N | Specify the date when the Owner should start the task. |
| Planned end date | N | Specify the date when the Owner should end the task. |
| Actual start date | N | Specify the date when the Owner started the task. |
| Actual end date | N | Specify the date when the Owner ended the task. |
| Owner | Y | Specify the employee responsible for the task. |
| Due date | N | Specify the deadline for the task. |
| Description | N | Add 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:
- Open the record for which you need to create an email.
- In the Related Lists area, select the Emails tab.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Email form fields
| Field | Mandatory | Description |
|---|---|---|
| Subject | Y | Add the subject of the email. |
| State | N | Specify the state of the email. Available options:
|
| Owner | Y | Specify the employee responsible for the email. |
| Priority | N | Specify the priority of the email. Available options:
|
| From | N | Specify the email sender. |
| To | N | Specify the email receiver. |
| Cc | N | Specify the email carbon copy receivers. |
| Bcc | N | Specify the email blind carbon copy receivers. |
| Description | N | Add the description of the email. |
| Due date | N | Specify the deadline for the email to be sent. |
| Related element type | N | The 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:
|
| Related element | N | The 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:
- Open the record for which you need to create a meeting.
- In the Related Lists area, select the Meetings tab.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Meeting form fields
| Field | Mandatory | Description |
|---|---|---|
| Subject | Y | Add the subject of the meeting. |
| State | N | Specify the state of the meeting. Available options:
|
| Mandatory participants | N | Specify the mandatory participants of the meeting. |
| Optional attendees | N | Specify optional attendees of the meeting. |
| All day event | N | Select the checkbox if the meeting takes all day. |
| Start date | N | Specify the start date if the All day event checkbox is selected. |
| Time | N | Specify the start time if the All day event checkbox is selected. |
| Start time | Y | Specify the start date and time if the All day event checkbox is not selected. |
| Duration | N | The duration is set automatically based on the Start time and End time. |
| End time | Y | Specify the end date and time if the All day event checkbox is not selected. |
| Owner | Y | Specify the employee responsible for the meeting. |
| Priority | N | Specify the priority of the meeting. Available options:
|
| Location | N | Specify the location of the meeting. |
| Due date | N | Specify the deadline for the meeting. |
| Description | N | Add the description of the meeting. |
| Related element type | N | The 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:
|
| Related element | N | The 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:
- Open the record, for which you need to create a phone call record.
- In the Related Lists area, select the Calls tab.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Phone Call form fields
| Field | Mandatory | Description |
|---|---|---|
| Subject | Y | Add the subject of the phone call. |
| State | N | Specify the state of the phone call. Available options:
|
| Customer contact | N | Specify the contact you need to call. |
| Due date | N | Specify the deadline for the phone call. |
| Start time | Y | Specify the start date and time of the phone call. |
| End time | Y | Specify the end date and time of the phone call. |
| Duration | N | The duration is set automatically based on the Start time and End time. |
| Priority | N | Specify the priority of the phone call. Available options:
|
| Direction | N | Specify the direction of the phone call. Available options:
|
| Internal Contact | N | Specify the contact of the employee who makes the phone call. |
| Description | N | Add the description of the phone call. |
| Related element type | N | The 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:
|
| Related element | N | The 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.
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