Email Campaigns
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Managing Action Plans
- Video Tutorial: Managing your Day to Day with Action Plans (9 mins)
- Automating your Sales Process with Action Plans
- Adding your first contact or lead to an action plan
- Adding individual contacts to action plans - from My Book
- Adding multiple contacts to an action plan
- Removing contacts from an action plan
- Removing an individual contact from an action plan - from My Book
- Creation of Calendar events based on action plan
- Viewing call scripts or email templates for action items
- Action Plan activities from Contact Record
- Make your own Action Plan - using Clone and from scratch
- Editing call scripts for action plan items