Features
Tasks & Actions
Track and complete stage-specific action checklists for each deal.
Actions are task checklists that auto-populate when a deal enters a campaign stage. Each stage has its own set of default action templates.
You can check off actions as they're completed, assign them to specific team members, and set due dates for time-sensitive tasks.
Create custom actions beyond the templates when a deal needs something non-standard. Sub-actions are available for complex tasks with multiple steps.
The Home dashboard shows all your urgent and overdue actions in one place, so you don't have to open each deal individually.
Manage action templates from Settings > Campaign & Content > Stages/Actions. Changes to templates can be synced to existing listings.