Building Action Lists

Top  Previous  Next

The Action Lists sub-tab enables you to interactively build a list of contacts on which you want to perform actions. This module is very useful in a sales or business development environment as it enables you to perform the following tasks:

Add activities, opportunities, tickets, and tasks to any contact on the list
View the contact record
Send a multimedia message to the contact

Viewing, Creating, and Deleting Action Lists

To view or create action lists, click the Action Lists sub-tab on My Home Page. The action lists page is displayed, as shown in Figure 1.

 

Actionlist_page

Figure 1 The Action Lists Page

The page you are viewing may already have action lists, depending on how you have used ConcourseSuite until now, as shown in Figure 2. You can perform the following tasks:

View the details
Modify the details
Add contacts to action list
Delete an action list

 

Actionlist_select

Figure 2 Action List Options

Working with Action Lists

You can filter the action lists you see in the list. The following lists are present in the drop-down list:

All in Progress Lists - lists all the action lists which are in progress
All Complete Lists - lists the completed action lists
All Lists - lists all the action lists that are presently in the system

All in Progress Lists is the default option, as shown in Figure 3.

 

Action_list

Figure 3 The Action Lists Page

The action list can be accessed by clicking View Details or by clicking the action lists name, which displays a page as shown in Figure 4.

 

Action_list_details1

Figure 4 The Action List Details Page

The action List Details page contains the following information in each row:

An action icon
The name of the contact
The status of actions for each contact
The site of the contact
The date and time of the last update for each contact

The Action List keeps a detailed chronological history of all actions for each contact in a compact format. The Status column displays the latest action, but you can view the entire history by clicking the little triangle, as shown in Figure 3. The triangle is not displayed when there are no items in the history. A contact without a triangle implies no history attached to the contact, as shown in Figure 4.

 

actionlist_contextmenu

Figure 5 Viewing the Options in the Context Menu

When you click action_icon, a context menu is displayed. The following options are available on the context menu:

Show Contact Record
Log Activity
Add Opportunity
Add Ticket
Add Task
Send Message

Viewing the Contact Record

Clicking this option displays a contact record pop-up window enabling you to perform the following tasks:

Modify a contact
Move a contact
Download the contact's vCard
Delete a contact

You can view details, such as email address, phone number, mailing address, and other related information, as shown in Figure 6.

For more details, refer to Viewing Contacts.

 

Actionlist_pop-up

Figure 6 Pop-Up Contact Record

Adding an Action List

To add a new action list, select Add an Action List located at the top, as shown in Figure 7.

 

Actionlist_page

Figure 7 Adding an Action List

The New Action List page is displayed. Enter a description, and then add contacts, either manually with the Add/Remove Contacts link or by defining criteria, as shown in Figure 8.

 

Add_new_actionlist

Figure 8 Add New Action List

You can define a criteria to select a list of contacts, leads, or employees. For example, you can select all the contacts with company name "Federal Bank". All the contacts matching the criteria are displayed in the list box on the right. Select the contacts you want to add in the action list and click Add.

You can also modify existing action lists using the Modify List link, as shown in Figure 1.