Building Action Lists |
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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:
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.
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:
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 is the default option, as shown in Figure 3.
Figure 3 The Action Lists Page The action list can be accessed by clicking View Details or by clicking the action list’s name, which displays a page as shown in Figure 4.
Figure 4 The Action List Details Page The action List Details page contains the following information in each row:
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.
Figure 5 Viewing the Options in the Context Menu When you click
Viewing the Contact Record Clicking this option displays a contact record pop-up window enabling you to perform the following tasks:
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.
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.
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.
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. |