How to use the filters in Action Tab to gain valuable insights

Actions (previously 'My Segments') empowers your Backoffice users to surface business insights and then immediately take action!

Using Actions you can build a set of rules (or filters) and save 'Segments' to help surface insights from your Place list. You can then perform actions such as update the Place Status, assign Representatives, mass schedule Visits with Tasks to be performed, assign a price-list (perhaps for a promotion), or manage tags and territories. Follow the steps below to learn how to use Actions.

1. The Actions tab is located right next to the Activities tab. Click on it to enter.

 2. Inside the Actions tab, you will have a variety of options. You can filter by: Territory, Days since last checked in, Status, Place Tag, Place Names, Place Address, Place ID, Assigned Rep, Activity Status and if you are subscribed to Forms, you can also filter by form data. 

Enter the filters you want to search by on the right-hand side (stack multiple filters to get as specific as you need to). 

 3. Once you have set up your filters and click on Apply.

On the left side of the page, your Place list will show only the places that meet the criteria you just set with your filters. See an example set filters below.

Now you can take action such as Export, Set active/inactive, Assign a pricelist, Assign a Territory, Change status, Set place Tags. 

 Scheduling module subscribers can even assign visits to be performed and designate specific Tasks; see here for more details: How to use mass schedule in the Actions tab

PRO TIP: Click on Segments to Save your current filters and type in what you want to name your filter. This is the ideal way to always find the right filters for your view.