​

Next Steps Overview

Next Steps are the action items that keep your deals moving forward. They’re a first-class concept in Operate — not buried in notes or task lists, but front and center in your workflow.

​

What is a Next Step?

A Next Step is a specific action tied to a deal, person, or company:

• “Send proposal to Jane at Acme Corp”
• “Schedule follow-up call with engineering team”
• “Share case study with procurement lead”

​

Key attributes

​

Where Next Steps appear

• Dashboard — your personal list of what’s due today and what’s coming up
• Deal pages — all next steps for a specific deal
• Slack — daily and weekly digests (see Slack Updates)
• PowerHour — a focused session to knock out your next steps (see PowerHour)

​

Creating Next Steps

Next Steps can be created:

• Manually from any deal or person page
• From meeting follow-ups after calendar events
• Via Slack commands in connected deal channels