Recording Action using Moves Management Track
Posted October 15, 2021
As you mark each scheduled action completed, the system suggests the next follow up action based on the selected Moves Management Track.
There are two ways to record an action for a moves management track:
1. Development Dashboard > Calendar Widget, hover over the Action and click the hyperlink. You can now complete the existing action and schedule a follow-up action associated with your track.
2. Ask > Details > Track Actions (or Contact > Details > Track Actions), click on the Action, populate the information, specify the Follow Up Action and click Save.
Note: Once the Track runs its course, go to the Tracks tab to close the track.
Note: If the Track results in a donation, you may record the donation on the Ask. Follow the steps of Recording Ask Result.
Note: To create a new track, follow the steps of Creating Moves Management Track.
Note: To assign a record to a new track, follow the steps of Assigning Moves Management Track.
Related articles
More from the Knowledge Base
Still have questions?
Live chat is staffed weekdays 8 am to 7 pm ET. Tickets get a response within one business day.
New to PCR Educator?
If you landed here from a search and want to see what PCR Educator can do, the demo is the fastest way in. Thirty minutes, no commitment.