“Action plans” are tasks to complete at set dates or times to help you in organizing your contacts with your clients. The tasks range from administrative, such as adding a contact to your newsletter, to sending out emails or scheduling appointments.  

Campaigns allows you choose from a variety of action plans suited to leads, contacts or clients with different motivations or schedules.  You are able to customize action plans or create new ones to suit your personal workflow.  

Once you’ve initiated an action plan, you will find your tasks scheduled for you in your Calendar. You can mark them as complete or reschedule them for a different time.