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Create Action

Create Action

Owned by Jan Panoušek
Jan 20, 2025
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 Login 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

Due Date

No

  • 30th Jan 2025

  • 30/1/2025

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Pricefx version 14.0