Finding Action Sequences for a Contact

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.

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