Using Actions for Households and Organizations

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The Actions dropdown list is used to update the type of Entity (Household or Organization) being viewed.  There is one difference in the choices, depending on the type of Entity being updated.

Actions Dropdown

The Actions dropdown list appears at the top of the Client record.

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The options available for both Households and Organizations are broadly the same, with one necessary difference.

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Actions

The options available under the Actions dropdown will vary depending on the type of Entity being worked with.  Some are common, and others are specific to the type of Entity.  This is a summary of the purpose of each one.

Action Purpose
Promote to Prospect Update the Entity (Household or Organization) to the Prospect status
Change Stage Update the Entity to a new Stage in its lifecycle (Prospect, Lost Prospect, Client, Lost Client)
View Tear Sheet Generate and display the Tear Sheet summary, which can be printed as a takeaway
Add Influencer Segment Update the Influencer category of the Entity (Household or Organization) to one of Standard, Important, or Critical.  
Add Household Member Add a Member (which may or may not already be in Practifi) to the Household entity
Add Organization Member Add another Entity already in Practifi to the Organization entity
Mark as Lost Prospect Update the Stage status of the Entity to Lost Prospect
Promote to Client Update the Entity (Household or Organization) to the Client status
Mark as Lost Client Update the Stage status of the Entity to Lost Client

 

 

 

 

 

 

 

 



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