InvestorFuse 2.0 comes with many standard actions but we realize that sometimes you need to create your own custom action.

To create your own action you must first go into the action and choose the outcome as well as possibly updating any opportunity details.

When you are selecting you next action scroll to the bottom and choose Custom Action.

Give your custom action a title and description. From there proceed as you normally would by assigning a team member, choosing a due date, and including any additional instructions.

Once done, click Create Next Action.

Once back into your main Action page you will see that the newly created custom action is waiting for us.

Watch This Video

Did this answer your question?