CRM Actions and Reminders

CRM Actions are how you track work that happened or work that needs to happen next.

You can create Actions on:

• Leads
• Contacts
• Companies
• Opportunities

Supported action types include:

• Meeting
• Text
• Email
• Call
• Other

Logged actions

Use a logged action when the work already happened.

Examples:

• completed call
• meeting summary
• text sent outside the app
• follow-up email sent elsewhere

Logged actions include:

• action type
• notes
• action date

Scheduled actions

Use a scheduled action when you want a future follow-up.

Scheduled actions include:

• action type
• notes
• action date
• reminder date

Reminder behavior

Reminder emails:

• are sent to you
• appear in Home → Needs your attention
• use the CRM Reminder Send Time from your profile settings

Completing or cancelling actions

Mark an action complete when the work is done.

Cancel it when the follow-up is no longer needed.

Keeping this current is important because Home uses it to surface real pending work.