How to change the order of Finish Actions

If you have created multiple Finish Actions, you might find that they would make more sense in a different order.

Users can move an action up or down the list. If the action is at the top of the list, it cannot be moved up. Likewise, if the action is at the bottom of the list, it cannot be moved down.

If you have multiple Finish Actions, they will only execute based on the Prospect's original field values. For example, say a Prospect started with a score of 5 and was updated to 10 as a result of the first action. If the section action were to execute for Prospects with a score of 10 or more, it would not execute because it was originally 5.

To change the order of Finish Actions:

  1. Open the Hosted File, Redirect Link, or Form Handler record you want to edit.
  2. Click the Finish Actions tab.
    Finact_1.png
  3. Click the three dot menu across from the action you want to rearrange. Select Move Up In Order to move the action up by one space. Select Move Down In Order to move the action down by one space.
    Finact_2.png
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