Create an Action Plan

Create an Action Plan

Action plans allow you to follow up with specific leads using customized actions set at specific times. This allows you to consistently follow up with contacts automatically.

There are many options when creating an action plan. You may create as many action plans as you wish and use "merge codes" to customize actions within the plan. This will then populate with the leads unique information for each action.

Creating a plan is simple and takes just a few steps.

  1. Click New Action Plan
  2. Enter the Name and Description of the Plan
  3. Select Action Plan Start options
  4. Add Actions to the plan
Step 1
Go to the Action Plans Management page. This page will show you all available action plans that have been created for your account.

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