See Also: Execute Action Items via Campaigns; Scheduled Action Item Based on Specified Date; Scheduled Action Item Based on Date Field; Schedules; Create New Action Item; Create Dynamic Action Item; Create SQL Action Item; Create Email Action Items; Create Voice Action Items; Action Item Templates; Execute Action Items Dynamically; Merge Module Action Items

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To immediately execute your created Action Items on selected contacts and/or groups, there are 2 options:

Option 1: Executing Action Items to contacts immediately is as simple as dragging & dropping the Action Item onto the contact(s) or the contact group within the Contact List. This will immediately execute the Action Item (unless the Pause button is pressed on the Voice Broadcasts and Email Queue windows or if the Action Item is scheduled for a future date).

 

Option 2: You can also immediately execute Action Items on certain contacts by highlighting those contacts and/or groups within the Contact List, and right clicking to select Apply an Action Item to Selected Contacts.  A window containing the available Action Item Templates will pop up and you click to put a check mark next to the Action Item(s) you wish to execute and click OK.