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Create Next Actions

Create Next Actions​

From the DockMaster menu, select Sales Management > Prospects Functions > Create Next Actions​

Create Next Actions for Prospects allows the user to automatically add a particular Action Code to the specified Next Action grid for a list of Prospects.

In other words, whatever is entered for the Action Code, Duration, etc., will be filled in for the list of prospects they have entered, either List Name or by entering PS ids in the grid. Whatever is entered for Action 'Type' will determine whether the next action grid gets filled in on the Follow-up, Service, or Storage tabs.

  • Action – Enter in the Action Code to select next actions for List of Prospects or Salesman entered. For a listing of Prospect Action Codes, press the F6 Key or right click and list.
  • Duration – Enter the number of minutes this action is estimated to last. This is a memo field only. The duration may default based on the Action entered.
  • Action Type – Select from the dropdown list either Boat Sales, Service or Storage.
  • Date - Enter the date this Action should be initiated. The default date is the current System date. However, if this grid entry was generated from a suggested next action, the default will be the date the previous action was marked as complete. If the Update Outlook option is checked in the Prospect Parameters, an outlook appointment is created for the date and time specified
  • Time - Enter the time this Action should be initiated
  • Comments - Enter an expanded description of what the salesperson would like to accomplish on the next contact with this lead. If interfacing with Outlook, these comments will get written to the Outlook appointment.

By default, the Salesman for Prospect is selected. To select a specific Salesman, click in the Salesman radio button and enter in the Salesman Id. For a listing of Salesman, press the F6 Key or click on List F6 from the Command Panel.

By default, the List Name is selected and a list name can be entered for a specified listing of prospects. To select specific Prospects, click in the Prospects radio button and enter in the Id’s of the Prospects you want. For a listing of Prospects, click in the Id field and press the F6 Key or click on List F6 from the Command Panel.