What Is an Action?
In SalesExec, an "Action," also known as a "Disposition," is a critical step in managing leads. It marks the outcome of your interaction with a lead, such as a call or email, and updates the lead's status accordingly. Consistently applying actions ensures your leads are organized and progress appropriately through the sales workflow.
Using Actions
Perform an Action – Highlight the lead, either by marking the check mark box or clicking in the lead line.
Go to My Leads screen
Select required leads and locate Actions menu
Select the Actions icon located on the column header above the leads, or by clicking the small bolt icon located to the far left of the lead information.
Once a lead is opened and being viewed you can also perform an action, click the drop-down arrow located on the Actions button towards the top right-hand side of the lead details page.
Perform action from Lead Details page
Note: Actions are also known as dispositions. These must be performed to appropriately move the lead through the Sales Workflow.
Conclusion
Consistently using actions helps keep your leads organized, supports timely follow-ups, and ensures your sales process runs smoothly. It’s a simple but essential part of staying efficient and aligned as a team.