Action plan is a list of reminder for you to interact or engage with your client. The action plan is generated by our system prompting according to the contact type.
These are prompt based on the contact category and contact type. Thus you are unable to manually add the action plan.
When you click on your profile picture, you will be able to view the list of Action Plan.
Action Plan Overview
When you click on a Action Plan, you will be able to perform one of the 3 actions
Action 1 : Log touchpoint
Action Plan to Add Touchpoint
Action 2 : Create/Move Deal in Pipeline
You can create the deal with the contact linked at the board and stage that you have selected.
Action Plan to Create Deal in Pipeline
If you want to move an existing deal, select the board and stage which the deal is in. If the deal is found, then and only then will you be able to choose the board and stage that you wish to move the deal to.
Action Plan to Move Deal in Pipeline
Action 3 : Update Contact Info
You can update the contact's type to be either LEAD or CLIENT and contact's category to be either Hot, Warm, Cool or Cold.
Action Plan to Update Contact Type or Contact Category
