FreeAgent CRM's Next Steps are the best way to keep yourself organized. You can create, edit and delete your Next Steps and also mark them as Done. If you set a due date for your Next Steps you can also tell if they are on time or overdue.
Manage Next Steps
Next Steps will show their status (1). The status can be 'Not Done', 'Done' and 'Overdue'. The Overdue status will be assigned to a Next Step automatically by FreeAgent CRM in case the Due date has expired (2). Once the Next Step is marked as 'Done' it will include the 'Completed Date' (3) on its details.
The color of the status, as well as that of the Next Steps icon, will change according to the status value. Those Next Steps that are 'Overdue' will show up in light crimson color for both the Next Steps icon and the due date.
If the Next Step is On time, then the Next Step icon will show up in light green, while the Next Step's due date on the Next Steps segment will be gray.
To learn more about how to create, edit, delete or mark Next Steps as done, please visit the following tutorials: