/
Create Action

Create Action

Owned by Jan Panoušek
Last updated: Feb 18, 2025 by Štěpán Vacek
1 min read

Component: Customer Insights, Sales Insights
Dashboard: Globally Accessible
Portlet: Globally Accessible
Type: Customer, Product
Use Case Type: Performing Actions
Role: Pricing Analyst, Product Manager, Pricing Manager, Sales Manager

Create an Action.
"Set up a meeting with Delta Tulip (CID-0055) customer ASAP."
Assign it to '[First Name Last Name or Email]'.
Due Date is '[Date]'.

createAction.png

More Options

Option

Required

Example

Assigned To

Yes

  • Stepan Vacek

  • stepan.vacek@pricefx.com

    createActionUserListExample.png

When using the combination of First Name and Last Name to define a user, it is essential to ensure that both the First Name and Last Name values are unique. There must not be any duplicate users with the same First Name and Last Name. If duplicates do exist, please use the Email address to define the user instead. It is also important that all inputs are written exactly as they appear in the User Admin, particularly regarding special characters.

Due Date

No

  • 30th Jan 2025

  • 30/1/2025

Related content

Found an issue in documentation? Write to us.

 
Pricefx version 14.0