Actions Lookup

The Actions Lookup displays all of the Actions records which have sales rep initials that are the same as the operator running the program.  Actions records represent tasks that need to be performed and action records are used in order to allow the application to provide “to do” lists to the sales reps and other personnel in your company.  Actions can be associated with different types of records including Opportunities, incidents, contacts and customers.  Action records are discussed in detail in the Overview section of this document.

The Actions Lookup allows you to view or edit existing Actions records, and to create new Action records for the selected sales rep.  You may view and or edit an action record by highlighting the record and using the ZOOM option.   You may create a new action record for the selected customer using the INSERT option.  In both cases, the system will display the Actions Detail program.


Zoom - Actions Detail Panel

Jump to Todays Actions Button

Clear Rate Button

Status Radio Buttons