How to Use the Next Action Card on Opportunities

The Next Action card sits on the opportunity sidebar and gives you one clear place to record what happens next with that opportunity — a scheduled follow-up, a meeting, or just a note to yourself. It keeps your pipeline honest by making sure no opportunity sits idle without a next step.

Adding a Next Action

Open any opportunity in your pipeline. On the right-hand sidebar you'll see the Next Action card. Click Add Action and choose from the dropdown:

• Reminder — set a date and time for a follow-up action. TrustPager will remind you when it's due.
• Google Meet — generates an ad-hoc Google Meet link immediately. This is a one-off link, not tied to your scheduler or event types. Use it when you want to share a meeting link right now without going through your booking page.

Reminders

When you add a Reminder, pick the date, time, and a short description of what you need to do. The reminder appears on your dashboard and in your activity feed when it's due. You can mark it complete or reschedule it from the opportunity sidebar.

Google Meet Links

Clicking Add Action and choosing Google Meet generates a fresh Meet link attached to that opportunity. You'll see the link in the Next Action card — copy it and share it directly with your contact. The meeting is logged against the opportunity automatically.

If you want your contact to self-book a time slot from your availability, use your booking page link instead. See https://trustpager.com/help-center/online-booking-scheduling.

Completing or Dismissing an Action

Once you've done the thing, mark the action complete from the opportunity sidebar. Completed actions are logged to the opportunity's activity history so you have a full record of what happened and when.

Tip: Make it a habit to always have a next action set before you close an opportunity view. An opportunity with no next action is one that quietly falls through the cracks.