Understand the Up next widget

The Up next widget displays activities that you can view and perform actions on records.

What is the Up next widget?

By using the Up next widget, you can view and take actions on activities on a record. The widget displays the current activity, upcoming activity, and completed activities. You can add these activities to a record manually or by using a sequence:

• When you connect a sequence to a record, the steps appear to the owner of the record. If a team is the owner of the record, all the users in that team see the steps.
• When you have access to a record, you can create manual activities. The Up next widget displays these activities as a current, upcoming, or completed activity, depending on their due dates. Both you and the owner of the record can see these activities.

To take actions on activities, see Connect with customers by using a record or the Up next widget.

The following image shows an example of the Up next widget.

1. Current activity: The current activity is a task that you must complete or skip to go to the next activity, which moves the record closer to completion. To take an action such as making a phone call or sending an email, select the action icon displayed in the activity. For more information, see Connect with customers by using a record or the Up next widget.

   After you complete the action, select Mark complete. The activity is closed and moved automatically to completed items and is displayed on the timeline.

   You can choose to skip the activity if you think it's not relevant to the record or you don't want to perform the action. Select More options, and then select Skip. The activity is skipped and moved to completed items.

   Also, you can view suggestions for the record and preview the sequence to get an overview of the sequence steps. For more information, see Preview a sequence

2. Upcoming activity: The upcoming activity section is view-only, and you can't take an action on these tasks. This section is displayed so you know which activity appears next when you complete the current activity.

3. Completed activities: These activities are marked as complete or skipped for a record.

   To view the completed activities list, select Show completed. The section expands to display the list of completed activities with details such as whether the activity was completed (with date and time) or was it skipped. You can't take any actions on these tasks; they're view-only. The following image is an example of an expanded section of completed items.

   

Activity ownership

By default, the system assigns activities to the owner of the record. When you change the owner of the record, the current active step stays with the previous owner, while the next steps in the sequence automatically go to the new owner.
The record owner can also assign a particular activity to a team or an individual. To do this, on the worklist card or the Up next widget, select More options > Assign and choose the user or team.

Add manual activities to records

Using the sequence, your sales manager can define activities for you such as email, phone calls, tasks, and appointments. To meet business requirements, you might need to add extra activities to a record. You can manually add activities for records to appear in the Up next widget in addition to activities defined in the sequence for a given day. The manual activities include email, phone calls, tasks, and appointments.

The Up next widget displays only one manual activity at a time. After you mark the activity as complete, the next manual activity appears. Activities with due dates are prioritized and displayed first, followed by activities with no due date.

The characteristics of manual activities are similar to an activity defined in a sequence. Sellers must perform the activity and mark it as complete. Then the activity moves to the list of completed activities in the Up next widget. A sales manager or you, as a seller, can add the manual activity to the records that you or your security role owns.

To add manual activities, see Track and manage activities. After you add the activity to the record, based on its due date, the activity appears in the Up next widget.

Preview a sequence

The sequence preview gives you a complete overview of the sequence, including the progress and activities related to different paths. To preview a sequence, select the name of the sequence in the Up next widget. The sequence opens in a pane displaying the list of activities that you defined within the sequence.

The following image shows an example of a sequence preview.

When you use sequence preview, you get the following information about the sequence:

• View the total number of steps along with the number of steps that you completed and remaining.
• View the number of days spent on each activity along with the days required for completion.

By analyzing this information, you can track the progress made throughout the sequence and make necessary adjustments to ensure that you reach your goal. Also, you can review the activities that you completed to ensure that you didn't miss anything.

Can't find the feature in your app?

There are a few possibilities:

• You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
• You don't have the necessary security role to use this feature.
  • To configure or setup a feature, you need to have the Administration and customization roles
  • To use sales-related features, you need to have the Primary sales roles
  • Some tasks require specific Functional roles.
• Your administrator hasn't turned on the feature.
• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Related information

What is the sales accelerator?
Create and manage sequences
Connect with customers by using a record or the Up next widget
Prioritize sales pipeline through work list