Action Records
Actions track your interactions and tasks required to cultivate relationships with
For information on adding or editing actions, see Add or Edit Actions. To learn how to manage actions, see Manage a Single Action and Manage Multiple Actions.
Action Details
Under Action details, you can view detailed information about the action, including:
Where or when the task or interaction takes place.
The direction of an interaction — outbound to the constituent, or inbound from them to your organization.
The person contacted at an organization constituent.
The campaign and fund associated with the action.
To edit these details, select Edit action. For more information, see Action Details.
Summary
At the top of the record, the summary provides pertinent details about the action, including its category, type, priority, constituent, and associated opportunity. You can also review who the action is assigned to, as well as its date and status. For more information, see Action Summary.
Attachments
Under Attachments, you can manage collateral, such as correspondence or presentation files, as the action progresses. For more information, see Attachments.
Custom Fields
Under Custom fields, you can track and manage specialized information about the action, such as the purpose of making contact or specifics about a meeting location. For more information, see Custom Fields.
Notes
Under Notes, you can manage notes for an action to track helpful details about the effort, such as talking points for an upcoming phone call. For more information, see Notes.
You can also manage the action from its record, such as to edit its details, add it to a calendar, or mark it as complete.