Communication
An action plan is a sequence of steps over days: emails go out on schedule, calls and tasks appear in your task list. Start one by hand from a person or a list, or automatically for new leads from the sources you choose.
The plan
Each step has a day, an hour, a type and a title. Emails carry a subject and a body with merge fields; call tasks carry talking points. Day 0 runs immediately, and steps are checked every minute.
Enroll
Select people in the table and add them to a plan, or start one from a person’s record. The preview shows every step before you commit. On the record you see the current step, and can pause, resume or stop.
How it works
Name, trigger, steps by day and hour.
Manually from People, or automatically for new leads from chosen sources.
Emails send, tasks appear, and a reply pauses the plan.
Step N of M on every enrolled contact.
Questions
If the plan pauses on reply, the enrollment pauses and the agent picks up the conversation. You can resume it later.
Plan definitions are managed by owners and admins. Any member can enroll the contacts they can see.
Not yet. Agency texting is not available, so text steps wait until it is enabled. Email, call task and task steps run now.
Works with
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