Next Steps will help you stay organized and on top of your tasks. But what happens with those you have completed? Quite simple, just mark it as Done.
Navigate to the Next Step
Each Next Step can be marked as Done in different locations, within the Lead, Account or Deal you created it from, on the Next Steps tab or from the Calendar.
From the Leads Tab
Go to the Leads Tab, then click on the Lead with the Next Step you have completed. On the Next Steps segment, below the Next Step's description click 'Done'.
From the Accounts Tab
Go to the Accounts Tab, then click on the Account with the Next Step you have completed.
On the Accounts details, on the section to the right, you will see 4 segments. Click the one with the steps icon to reveal the Next Steps segment. Click on Done, below the Next Step's description.
From the Deals Tab
Go to the Deals Tab, then click on the Deal with the Next Step you have completed.
On the section to the right, the first segment you will see is the Next Steps. There click on 'Done.'
From the Next Steps tab
Go to the Next Steps Tab, then click on the description of the Next Step you have completed.
This will take you to the 'Edit Next Step' window, where you will find the 'Mark Next Step as Done' button. Click on it once you are done with the Next Step.
From the Calendar
Click on your portrait and then click 'Calendar' (1). Your Next Steps will be displayed on the date you established when you created them, you can use the Calendar tools (2) to get to a specific date. Once you see the Next Step, click on it (3).
Once you click on the Next Step, additional information for it will appear. Right below the Next Step description, you will find the 'Done' option. Click it to proceed.
Mark Next Step as Done
Once you have reached the desired Next Step and you click on it, you will see the 'Mark Next Step as Done' window, where you can add a note with more detail about the conditions that were met in order to mark it as Done. Once you click the 'Done' button, your next step will be marked as Done.
This state change can be visible under the Next Steps tab. Here you can also see the date when the Next Step was completed.
This action cannot be undone. Once a Next Step is marked as 'Done' if you click on its name you can see its notes.