Possible Actions

Possible Actions

Make a list of all of your possible actions prior to determining your Best Possible Action Plan.

Fig. 61, Possible Actions section

To add a Possible Action:

      1. Click the Add icon in the Possilble Actions section to open the section.

Fig. 61a, Possible Actions section, open

The following are descriptions of the fields in this dialog:

Best Action -  Options are: No, 30, 60, or 90 Days.  Click on the radio button corresponding to the desired Best Action state.

Description - the text description of the Action.  Type directly into the text field.

Contact - an Account contact who may have input on the Action.  Use the Search tool to select a contact.

When - the date the Action was created.  Use the calendar tool to select the desired date.

Assigned To - the person within your organization that will be responsible for the Action.  Use the Search tool to select the assignee.

Completed - the date the Action was completed.  Use the calendar tool to select the desired date.

Status - the status of the Action. The values of this field may vary according to your SAM installation.  Select the radio button corresponding to the desired Status.

Type - the priority of the Action. The values of this field may vary according to your SAM installation.  Select the radio button corresponding to the desired Type.

      1. Type a description of the Action in the Description field.

      2. To assign a Contact, click the Search icon in the Contact field and do one of the following:

  • If the desired name appears in the list, select the name and proceed to step 6.
  • If the desired name does not appear in the list, select the Search tab and proceed to step 4.

4.  Type the desired search criteria in the First Name, Last Name, or Account field and click Go.

5.  From the list of items that match the search criteria, select the desired contact to populate the contact field.

6.  Complete the other fields as desired.

7.  Choose whether or not the Action is a Best Action (any option other than No will indicate the Action is a Best Action).  Click on the radio button corresponding to the desired Best Action state.

8.  When you have completed entering the desired data, click OK to save and close the dialog or Save and New to add another Activity.

To delete a Possible Action:

      1. In the Possible Actions section, click the desired Action and click the Trash can icon. A message box appears asking you to confirm the deletion.

      2. Click Yes to delete or No/Cancel to cancel.

To edit an existing Possible Action:

In the Possible Actions section, click in the entry and edit the text inline.  Click Done when you are completed.

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