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Guided Selling
Using Guided Selling
Engage
Complete Actions on Engage

Complete Actions on Engage

Role:
Sequence Agent
License:
Guided Selling

This page explains how to complete participant actions from the Engage view and when each status applies. For step-by-step instructions for a specific action type, use the guides linked below.

Detailed Steps by Action Type

Place a Call from Engage
Place or log a call from the Engage list
Send a Message from Engage
Send an SMS from the Engage list
Send an Email from Engage
Send an email from the Engage list
Complete a Task from Engage
Complete a Salesforce task from the Engage list

Complete an Action

  1. Open the Engage view.
  2. Ensure you are on the Due Now tab.
  3. Click the relevant action button (Call, Message, Email, or Task).

After you complete the action, it is automatically removed from Engage.

The Engage view with action buttons for Call, SMS, Email, and Task highlighted

Action buttons in the Engage view let you quickly complete Calls, Messages, Emails, and Tasks.

Status Reference

In the Engage list, you will typically see only active statuses:

ImageStatusDescription
Due status indicator
DueReady to be completed.
Pending status indicator
PendingScheduled for later; the action cannot be completed yet.
Overdue status indicator
OverduePast its due date.
Completed and deferred actions are not shown in the active Engage tab.
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