{"id":9187,"date":"2020-01-16T00:07:34","date_gmt":"2020-01-16T08:07:34","guid":{"rendered":"https:\/\/www.vtiger.com\/blog\/?p=9187"},"modified":"2025-08-18T17:12:12","modified_gmt":"2025-08-18T11:42:12","slug":"introducing-actions-your-personal-assistant-to-help-you-stay-on-top-of-work","status":"publish","type":"post","link":"https:\/\/www.vtiger.com\/blog\/introducing-actions-your-personal-assistant-to-help-you-stay-on-top-of-work\/","title":{"rendered":"Introducing Actions \u2013 your personal assistant to help you stay on top of work!"},"content":{"rendered":"<p>Did you ever wish you had someone to remind you of that crucial meeting that you forgot about? Have you been missing out on deadlines lately? Are you trying hard to keep up with work updates?<\/p>\n<p>Well, if your answer is \u2018Yes\u2019, we have the perfect solution for you. And if your answer is \u2018No\u2019, we insist you <a href=\"https:\/\/www.vtiger.com\/begin-free-trial\/\">check out<\/a> what\u2019s in store for you!<\/p>\n<p><strong>Introducing Actions \u2013 your own personal assistant to help you stay on top of work!<\/strong><\/p>\n<p>This one-stop solution in <a href=\"https:\/\/www.vtiger.com\/begin-free-trial\/\">Vtiger 8<\/a> alerts you about all that you\u2019re working on \u2013 maybe converting a lead or following up on a deal, creating a task or a document, or sending an email. It saves you from the hassle of managing different apps for different things such as team collaboration, task management, and email tracking.<\/p>\n<p>And the exciting part is \u2013 it\u2019s all automated! It relieves you from the extra burden of remembering important dates and tasks and helps you take the right actions at the right time.<\/p>\n<p>When the idea of Actions page was introduced, our intrigued sales team shot a few questions \u2013 \u201cHow does it help me as a sales manager?\u201d, \u201cWill I able to track my team\u2019s work using Actions?\u201d, \u201cI am a sales rep, how is it useful to me?\u201d.<\/p>\n<p>We\u2019ve got the answers.<\/p>\n<p><em><strong>As a sales manager, you can: <\/strong><\/em><\/p>\n<ul>\n<li><em>Get reminders of your important meetings and tasks<\/em><\/li>\n<li><em>Track a deal\u2019s status by receiving alerts when the deal is idle, won, or lost <\/em><\/li>\n<li><em>Monitor a sales rep\u2019s performance by receiving notifications on completion of his or her activities <\/em><\/li>\n<li><em>Get notified when a sales rep checks in to an onsite meeting<\/em><\/li>\n<li><em>Get notified when a deal enters a significant sales stage or is idle<\/em><\/li>\n<\/ul>\n<p><em><strong>As a sales rep, you can:<\/strong><\/em><\/p>\n<ul>\n<li><em>Get reminders of your calls, meetings, and tasks that are upcoming or due <\/em><\/li>\n<li><em>Take timely actions by receiving alerts when a client responds to an email<\/em><\/li>\n<li><em>Be up-to-date with a deal or a task by receiving notifications about its updates<\/em><\/li>\n<li><em>Collaborate with your manager and team using @mentions<\/em><\/li>\n<\/ul>\n<h2>So, what are the key possibilities of Actions?<\/h2>\n<h3>Activity Alerts: Track and receive updates about your activities as well as your team\u2019s<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9235\" src=\"https:\/\/voeyenew.vtiger.com\/s\/wp-content\/uploads\/2020\/01\/Activity-Alerts-4-1.png\" alt=\"Activity Alerts\" width=\"1863\" height=\"685\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Activity-Alerts-4-1.png 1863w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Activity-Alerts-4-1-300x110.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Activity-Alerts-4-1-1024x377.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Activity-Alerts-4-1-768x282.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Activity-Alerts-4-1-1536x565.png 1536w\" sizes=\"auto, (max-width: 1863px) 100vw, 1863px\" \/><\/p>\n<p><strong>Are you using calendars and browser extensions to set up reminders? Relieve yourself from that hassle with the help of Actions.<\/strong><\/p>\n<p>Set up your reminders under Actions and view your upcoming, overdue, and completed tasks and events under a single page. Also, you can set up alerts about your reportees\u2019 activities. This helps you track your progress and never miss out on any important piece of work.<br \/>Plus, the segregation of upcoming, overdue, and completed activities is easy on the eyes!<\/p>\n<h3>Idle Alerts: Get notified when there\u2019s no activity on a record for a long time<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9237\" src=\"https:\/\/voeyenew.vtiger.com\/s\/wp-content\/uploads\/2020\/01\/Idle-Alerts-1.png\" alt=\"Idle Alerts\" width=\"1859\" height=\"688\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Idle-Alerts-1.png 1859w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Idle-Alerts-1-300x111.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Idle-Alerts-1-1024x379.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Idle-Alerts-1-768x284.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Idle-Alerts-1-1536x568.png 1536w\" sizes=\"auto, (max-width: 1859px) 100vw, 1859px\" \/><br \/><strong>If you think a deal has been idle for a long time or it\u2019s not progressing as expected, you have a way to track that. <\/strong><\/p>\n<p>Actions provides you the option of setting up alerts on leads, contacts, organizations, and deals that have been idle for a certain period. And, you get to define the period! By receiving these alerts, you can take necessary actions at the right time and save yourself from losing crucial deals.<\/p>\n<h3>Lifecycle Alerts: Get notified when there\u2019s no progress on a record in a long time<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9239\" src=\"https:\/\/voeyenew.vtiger.com\/s\/wp-content\/uploads\/2020\/01\/Lifecycle-Alerts-1.png\" alt=\"Lifecycle Alerts\" width=\"1860\" height=\"690\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Lifecycle-Alerts-1.png 1860w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Lifecycle-Alerts-1-300x111.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Lifecycle-Alerts-1-1024x380.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Lifecycle-Alerts-1-768x285.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Lifecycle-Alerts-1-1536x570.png 1536w\" sizes=\"auto, (max-width: 1860px) 100vw, 1860px\" \/><br \/><strong>Is that crucial deal not progressing? Has an important quote not been reviewed? <\/strong><\/p>\n<p>Here\u2019s the solution \u2013 use lifecycle alerts to track their progress. Lifecycle alerts will notify you when a record\u2019s status has not been changed for a certain period of time. This enables you to do an immediate follow-up and ensure that your work is on track.<\/p>\n<h3>Email Alerts: Track how customers engage with your emails<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9241\" src=\"https:\/\/voeyenew.vtiger.com\/s\/wp-content\/uploads\/2020\/01\/Email-and-Document-Tracking-Alerts-1.png\" alt=\"Email and Document Tracking Alerts\" width=\"1840\" height=\"642\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Email-and-Document-Tracking-Alerts-1.png 1840w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Email-and-Document-Tracking-Alerts-1-300x105.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Email-and-Document-Tracking-Alerts-1-1024x357.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Email-and-Document-Tracking-Alerts-1-768x268.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Email-and-Document-Tracking-Alerts-1-1536x536.png 1536w\" sizes=\"auto, (max-width: 1840px) 100vw, 1840px\" \/><br \/><strong>You ever sent an email to a customer and wondered if they liked it? We bet you sometimes wonder if they even opened it. <\/strong><\/p>\n<p>There\u2019s a way to track that. <a href=\"https:\/\/www.vtiger.com\/\">Vtiger CRM<\/a> has a built-in capability of tracking emails and documents. So, instead of using multiple tools such as Mixmax and Zoho Docs for email and document tracking, you can use Vtiger\u2019s Actions! Doesn\u2019t that ease the task for you?<\/p>\n<p>Under Engagements, you can view the number of opens, downloads (of shared documents), reshares, and replies on an email when you enable alerts for them.<\/p>\n<h2>Wait, there\u2019s more!<\/h2>\n<p>The Actions page gives you the flexibility of setting up custom rules to receive alerts about anything that concerns you! Create a rule, choose the channels to receive alerts, and you\u2019re good to go.<\/p>\n<p>In conclusion, we\u2019d like to say that Actions is a one-of-a-kind feature that you must try your hands at. It sends you automated alerts, saving you from the trouble that comes with missing an important meeting or delaying a critical task.<\/p>\n<p><a href=\"https:\/\/www.vtiger.com\/begin-free-trial\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9405\" src=\"https:\/\/voeyenew.vtiger.com\/s\/wp-content\/uploads\/2020\/01\/Jan-27th-CTA-image-for-blog-e1580128551375-1.png\" alt=\"Sign up for a free trial\" width=\"800\" height=\"200\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Jan-27th-CTA-image-for-blog-e1580128551375-1.png 800w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Jan-27th-CTA-image-for-blog-e1580128551375-1-300x75.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Jan-27th-CTA-image-for-blog-e1580128551375-1-768x192.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<hr \/>\n<h2>What does our sales team feel about Actions now?<\/h2>\n<p><em>I spend 80% of my day on Actions &#8211; responding to requests from my team, reviewing opportunities, approving quotes, and replying to my mentions. It saves me a lot of time because I don\u2019t need to keep a check on every opportunity manually- I get alerts when a deal is idle or overdue. Especially, when you head a large team, Actions makes your job easier.<\/em><\/p>\n<p><em>\u2013 Vamsee Krishna, Inside Sales Manager<\/em><\/p>\n<p><em>I have a single space for my calendar activities and my engagement with the team. It saves a lot of my time &#8211; I don\u2019t need to go open multiple apps to gather updates. <\/em><\/p>\n<p><em>\u2013 Mithun Bellimagga Prathap, Senior Sales Representative <\/em><\/p>\n<hr \/>\n\n\n<h3 class=\"wp-block-heading\">You may also find these topics interesting<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><a href=\"https:\/\/www.vtiger.com\/what-is-crm\/\">What is a CRM<\/a><\/td><td><a href=\"https:\/\/www.vtiger.com\/crm-software\/\">CRM Software<\/a><\/td><td><a href=\"https:\/\/www.vtiger.com\/mobile-crm-guide\/\">Mobile CRM<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/www.vtiger.com\/sales-crm\/\">Sales CRM<\/a><\/td><td><a href=\"https:\/\/www.vtiger.com\/blog\/what-is-all-in-one-crm\/\">All-in-one CRM<\/a><\/td><td><a href=\"https:\/\/www.vtiger.com\/ai-crm\/\"><\/a><a href=\"https:\/\/www.vtiger.com\/open-source-crm\/\">Open Source CRM<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/www.vtiger.com\/analytical-crm\/\">Analytical CRM<\/a><\/td><td><a href=\"https:\/\/www.vtiger.com\/analytical-crm\/\"><\/a><a href=\"https:\/\/www.vtiger.com\/operational-crm\/\">Operational CRM<\/a><\/td><td><a href=\"https:\/\/www.vtiger.com\/collaborative-crm\/\">Collaborative CRM<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/www.vtiger.com\/crm\/how-crm-works\/\">How CRM works<\/a><\/td><td><a href=\"https:\/\/www.vtiger.com\/crm\/why-you-need-crm\/\">Why you need a CRM<\/a><\/td><td><a href=\"https:\/\/www.vtiger.com\/crm\/benefits-of-crm\/\">Benefits of CRM<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Did you ever wish you had someone to remind you of that crucial meeting that you forgot about? Have you been missing out on deadlines lately? Are you trying hard to keep up with work updates? Well, if your answer is \u2018Yes\u2019, we have the perfect solution for you. And if your answer is \u2018No\u2019,&hellip;&nbsp;<a href=\"https:\/\/www.vtiger.com\/blog\/introducing-actions-your-personal-assistant-to-help-you-stay-on-top-of-work\/\" class=\"\" rel=\"bookmark\">.<span class=\"screen-reader-text\">Introducing Actions \u2013 your personal assistant to help you stay on top of work!<\/span><\/a><\/p>\n","protected":false},"author":39,"featured_media":9403,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","neve_meta_reading_time":"","_themeisle_gutenberg_block_has_review":false,"_ti_tpc_template_sync":false,"_ti_tpc_template_id":"","footnotes":""},"categories":[3],"tags":[],"class_list":["post-9187","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introducing Actions \u2013 your personal assistant to help you stay on top of work! - Vtiger CRM Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vtiger.com\/blog\/introducing-actions-your-personal-assistant-to-help-you-stay-on-top-of-work\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introducing Actions \u2013 your personal assistant to help you stay on top of work! - Vtiger CRM Blog\" \/>\n<meta property=\"og:description\" content=\"Did you ever wish you had someone to remind you of that crucial meeting that you forgot about? Have you been missing out on deadlines lately? Are you trying hard to keep up with work updates? Well, if your answer is \u2018Yes\u2019, we have the perfect solution for you. And if your answer is \u2018No\u2019,&hellip;&nbsp;.Introducing Actions \u2013 your personal assistant to help you stay on top of work!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.vtiger.com\/blog\/introducing-actions-your-personal-assistant-to-help-you-stay-on-top-of-work\/\" \/>\n<meta property=\"og:site_name\" content=\"Vtiger CRM Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/vtiger\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-18T11:42:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2020\/01\/Jan-10th-blog-for-Action-dashboard-1-e1580128462215-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"300\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sabqat Ruba\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@vtigercrm\" \/>\n<meta name=\"twitter:site\" content=\"@vtigercrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sabqat Ruba\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Introducing Actions \u2013 your personal assistant to help you stay on top of work! - Vtiger CRM Blog","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.vtiger.com\/blog\/introducing-actions-your-personal-assistant-to-help-you-stay-on-top-of-work\/","og_locale":"en_US","og_type":"article","og_title":"Introducing Actions \u2013 your personal assistant to help you stay on top of work! - Vtiger CRM Blog","og_description":"Did you ever wish you had someone to remind you of that crucial meeting that you forgot about? Have you been missing out on deadlines lately? Are you trying hard to keep up with work updates? Well, if your answer is \u2018Yes\u2019, we have the perfect solution for you. 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