Next actions and the Focus page

A next action is one step with a due date: "Send the revised quote, Thursday." Not a task list — a deal has at most one open action at a time, so there is never a question about what to do next on it. Contacts can carry a next action the same way. A deal without one is not blocked, but NeoKivo marks it as going stale and keeps surfacing it until you decide the next move.

Setting a next action

On a deal page, the Next action card is at the top of the rail. Set a title, a due date, and an optional note. Because a deal has only one open action, saving again replaces the current one — editing and setting are the same dialog.

Completing one

Mark the action done and NeoKivo logs the completed follow-up on the deal timeline, then immediately opens the dialog to set the next one. That handoff is the core loop: finishing a step is also the moment you decide the step after it, so the deal never sits without a plan.

Recurring actions

An action can repeat — every 7, 30, 60, or 90 days, or any custom interval from 1 to 3,650 days. When you complete a recurring action, NeoKivo creates the next occurrence automatically with the same title and note, so the dialog stays out of your way. The next due date counts from the day you completed it, not the day it was due: a "check in every 30 days" action completed late still gives you a full 30 days until the next one.

The Focus page

Focus is the working view of all your next actions across deals and contacts. It groups them into sections:

• Overdue — actions whose due date has passed.
• Due today.
• Coming up — the next ten future actions.
• Suggested next steps — AI suggestions you can accept (which sets a real next action) or dismiss.
• No next step, going stale — active deals with no open action, so nothing slips through by simply never getting an action.

Each row lets you complete the action or snooze it: tomorrow, in 3 days, or next week. Snoozing moves the due date and keeps everything else — title, note, and any repeat interval. When every section is empty, Focus says so and you are done for the day.

Why one action per deal

Most deals are not lost to a competitor; they are lost to silence. Limiting each deal to one open action forces a real decision — what, specifically, happens next, and by when — and gives Focus a short, honest list instead of a backlog. The deal health score reinforces the same habit: a missing or overdue next action is the biggest single penalty a deal can take.