Adding an Action

While viewing the Actions List on the Objectives page, click the + Add Action to create a new action.

In addition, you can create a new action in the following ways:

Adding a new action directly to an objective

  1. Click either the objective's > expand arrow or its # Actions link (both are highlighted below).

  2. Scroll down to the objective's list of actions and complete the Subject field with a brief description of the new action, followed by the Owner and Due fields.

  3. Click + Add Action.

    You have added a new action to the objective.

  4. Click the pencil icon for the newly created action to add further details.

Adding an action to the plan without assigning it to an objective

To create a new action on the account plan without associating it with an objective:

  1. On the Actions List view, click Add Action.

  2. Specify the action details.

    When you've specified the relevant account in the Related To field (see 1 below), you need to select the corresponding '[Unassigned Actions]' objective in the Altify Objective field (2).

  3. Click Save.

The action is now added to the actions list of the unassigned actions objective. Click the pencil icon for the newly created action to add further details. And you can assign it an objective at a later time if required.

Creating an action from other pages in your plan

You can add a new action from anywhere in your Account Manager plan.

For example, suppose that you are working on Plan Details, and you decide that an action is required to unearth an important piece of information.

To create the action without leaving the Plan Details page, select the Create Action option in the quick-add menu (as shown in the example below).