Working With Actions

• Adding an action

  You can create a new action within an objective. This automatically assigns it to the objective. Actions are listed within the objective they're assigned to.

  Tip: Each objective should have at least two actions with due dates and owners.

  Or you can create a new action that's not assigned to an objective. These actions are grouped under a default objective called [Unassigned Actions] - Account Name.

  Note: Your Altify Administrator has the ability to hide the unassigned action objective on the Objectives page.

• Editing an action

  Click an action's pencil icon to edit its details.

  Tip: Actions should be updated on a regular basis.

• Filtering actions

  Two filters are available: Owner and Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records..

  You can combine these with the Actions List view options on the left-hand side (as indicated in the example below) to view, for example, all overdue actions belonging to a particular user.

  

• Deleting an action

  Delete an action from the account plan by clicking its trashcan icon.

• Closing an action

  When an action is completed, you can mark it as closed in the plan.