Next Actions (Leads Hub)
A ranked to-do list built from your own data: replies to answer, hot prospects, paused sequences, A/B tests to call, fresh signals, strong-fit accounts and going-cold leads.
Next actions are part of the Leads Hub on the Enterprise plan. Go to CRM → Leads Hub → Next actions.
What shows up
Leads Hub checks your data every night, and whenever you open the tab (at most every 10 minutes). It adds a card when something needs you:
- Replies waiting: someone replied to a sequence and nobody has followed up yet.
- Hot prospects: a recent click, or three or more opens in the last week, with no reply yet.
- Paused sequences: a sequence stopped itself to protect your sender reputation.
- High bounce rate: more than 3% of a sequence's emails bounced in the last 14 days.
- A/B tests ready: a step has a clear winner and auto-promote is off.
- New buying signals: a strong signal (new technology, officer change, and so on) arrived in the last 3 days.
- Strong-fit accounts with no contacts: prospects scoring 70 or more on fit with no leads yet.
- Qualified leads going cold: qualified for 14 days with no deal.
- Low credits: your balance is at or below 10% of the monthly allowance.
- Scoring model activated: lead scores now learn from your wins.
Working the list
Click a card, or its button, to go straight to the lead, sequence or account. Then:
- Done (tick) closes the card.
- Snooze (clock) hides it for a day, 3 days, a week or 30 days.
- Dismiss (cross) closes it for good.
A card you've closed never comes back. Cards also close themselves once you've dealt with the problem, for example when you reply to the lead or resume the sequence. Use the category chips to filter, and Show snoozed to see what's hidden.
Related
Was this article helpful?