video1.0<iframe src="https://www.loom.com/embed/a00142ac992d4aab92ecbbbabeca84a0" frameborder="0" width="1774" height="1330" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13301774Loomhttps://www.loom.com13301774https://cdn.loom.com/sessions/thumbnails/a00142ac992d4aab92ecbbbabeca84a0-00001.gif278.83333333333337Hey there! In this video, I'm going to give you a brief overview of some of the common action items that you can use when customizing workflows. I'll show you how to add your first action and how to add action items throughout your workflow. We'll focus on some of the main common action items, like emails, text messages, tags, and more. I'll explain how to send an email or SMS to your leads, give yourself a task to manually give them a call or send them a text message, add a tag to a contact, remove a tag, update the opportunity, create a new opportunity card, add a specific note, and assign a user. I'll also explain how to select however many people you want if you're round robining or waiting it. One thing to keep in mind when you are doing an assigned to user is to toggle on the "only apply to unassigned contacts" feature. I'll also show you how to add them to a different workflow based off of a certain trigger, remove them, set an internal communication notification, add a task, update a specific contact field when something happens, and add a wait period. Remember to click on the green save action button whenever you add an action.