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Related action records can be created from the Lead, Opportunity, Marketing Campign forms. 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. For that, configure integration through the REST API.
Actions
If an action needs to be performed during the record processing, you can add a record for it.
Avaialble for the record types:
- Opportunity
To create an action manually, complete the following steps:
- Open the record, for which an action needs to be created.
- Scroll down the page to see the Related lists.
- Open 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 type of the record, to which the action is connected. It is filled automatically with the type of the record, from the form of which you added the action. Possible values:
|
| Related opportunity | N | The record, from which the action originated. The field is filled 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. Possible values:
|
| State | N | Specify the state of the action. Possible values:
|
| Description | N | Add the description of the action. |
| Planning tab | ||
| Planned start date | N | Specify the date when the Owner is supposed to start the action. |
| Planned end date | N | Specify the date when the Owner is supposed to 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 the record, you can add tasks for all of them. The Owner is able to change the task state as they work on it.
Available for the record types:
- Lead
- Opportunity
- Marketing campaigns
To create a CRM task manually, complete the following steps:
- Open the record, for which an action needs to be created.
- Scroll down the page to see the Related lists.
- Open 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. Possible values:
|
| Priority | N | Specify the priority of the task. Possible values:
|
| Related element type | N | The type of the record, to which the task is connected. It is filled automatically with the type of the record, from the form of which you added the task. Possible values:
|
| Related element | N | The record, from which the task originated. The field is filled automatically. |
| Planned start date | N | Specify the date when the Owner is supposed to start the task. |
| Planned end date | N | Specify the date when the Owner is supposed to 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, you can add a record for this email.
Available for the record types:
- Lead
- Opportunity
- Marketing campaigns
To create an email manually, complete the following steps:
- Open the record, for which an email needs to be created.
- Scroll down the page to see the Related lists.
- Open 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. Possible values:
|
| Owner | Y | Specify the employee responsible for the email. |
| Priority | N | Specify the priority of the email. Possible values:
|
| 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 type of the record, to which the email is connected. It is filled automatically with the type of the record, from the form of which you added the email. Possible values:
|
| Related element | N | The record, from which the email originated. The field is filled 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 a meeting needs to be conducted as you work on the record, you can add a record for this meeting.
Available for the record types:
- Lead
- Opportunity
- Marketing campaigns
To create a meeting manually, complete the following steps:
- Open the record, for which an action needs to be created.
- Scroll down the page to see the Related lists.
- Open 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. Possible values:
|
| 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 All day event checkbox is selected. |
| Time | N | Specify the start time if All day event checkbox is selected. |
| Start time | Y | Specify the start date and time if the checkbox All day event is not selected. |
| Duration | N | The duration is set automatically from the Start time and End time. |
| End time | Y | Specify the end date and time if the checkbox All day event is not selected. |
| Owner | Y | Specify the employee responsible for the meeting. |
| Priority | N | Specify the priority of the meeting. Possible values:
|
| 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 type of the record, to which the meeting is connected. It is filled automatically with the type of the record, from the form of which you added the meeting. Possible values:
|
| Related element | N | The record, from which the meeting originated. The field is filled 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 a phone call needs to be conducted as you work on the record, you can add a record for this phone call.
Available for the record types:
- Lead
- Opportunity
- Marketing campaigns
To create a phone call manually, complete the following steps:
- Open the record, for which a phone call needs to be created.
- Scroll down the page to see the Related lists.
- Open 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. Possible values:
|
| Customer contact | N | Specify the contact, for whom the call is conducted. |
| 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 from the Start time and End time. |
| Priority | N | Specify the priority of the phone call. Possible values:
|
| Direction | N | Specify the direction of the phone call. Available options:
|
| Internal Contact | N | Specify the contact of the employee who conducts the phone call. |
| Description | N | Add the description of the phone call. |
| Related element type | N | The type of the record, to which the phone call is connected. It is filled automatically with the type of the record, from the form of which you added the phone call. Possible values:
|
| Related element | N | The record, from which the phone call originated. The field is filled 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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