Action Plans are pre-built task lists to help you stay on top of the details and make contact with leads at precisely the right time. Action Plans have have reminders to call, text, email or take other actions at specified times to help you convert a lead into an active buyer or seller.
Assigning An Action Plan To A Lead
Add checkmark to lead you want to assign and Action Plan to
Click the Action Plan button
Select the desired Action Plan
Click on the lead's name to open the lead
Find The Action Plan Tasks For A Lead
See The Action Plan Tasks
Here is the list of pending Action Plan tasks and when they are due.
See Instructions, Mark Complete Or Postpone
Click the Plus/Minus Icon to see a note with instructions for each task
Helpful instructions for the task
Mark Complete, Skip, Postpone or Add A Note with these buttons.