Finding Action Sequences for a Contact
The Action Sequence Tab will list all Sequences currently assigned to the Contact, as well as displaying the status of each step. By clicking on an item in the Added Action Sequences grid to the left, Junxure will display the assigned steps in the right-hand grid. Double-click on any item in this grid to see more details regarding that action.
In the lower right, the sequential setup of this sequence is displayed. Junxure will indicate which steps have been completed or have not been added. An Action would be marked at "not added" if it is a dependent Action and the previous Action has not been marked complete.
See Existing Action Sequences Report to review all existing Action Sequences currently pending in Junxure.
Existing Action Sequences
Use the Existing Action Sequences Report to search for global Action Sequences in Junxure. To search Action Sequences for an individual contact, go to the Contact's Actions Tab. See Action Sequences Sub-tab for more information. In Junxure, Action ...
Add an Action Sequence to One Contact Record
Action Sequences are a series of Actions that are dependent on or related to one another. Action Sequences save time by allowing you to add several Actions at once instead of adding each one individually. Open the Contact's Record and click on the ...
Action Detail Screen: Action Detail Toolbar
All Actions in Junxure have a top menu that displays different functions that can be performed within the Action Detail Screen. Available Features: Delete the Action (this cannot be undone). Open the Action Form Navigation Tool. When a user opens a ...
Action Sequence Tab
The Action Sequence sub-tab provides an overview of any Action Sequences assigned to the contact and the status of the sequence. An Action Sequence is a pre-defined series of Action steps or tasks that are required to complete an activity. Action ...
Action Sequence Setup
Action Sequences are a set of Actions that are dependent on or related to one another. These will all be triggered by a single Action, with subsequent tasks being added concurrently or at the completion of a dependent Action. Action Sequences save ...