Action Plans
Creating an Action Plan with AI
Creating an Action Plan with AI Access the Action Plan Area Click on Settings on the Top Navigation Bar Click the Action Plan Tab on the left Click Create with AI Step 1: Basic Set up Name your Action Plan Select your targeted Lead, preset options ...
Setting up a follow-up Action Plan
Automating Your Follow-Ups with Mojo Action Plans Consistent follow-up is crucial for converting leads, but it's time-consuming to manage manually. Mojo Action Plans automate this process, creating systematic workflows that ensure your prospects ...
Creating an Action Plan
Creating Action Plans in Mojo Access the Action Plan Area Click Settings on the Top Navigate bar. Click the Action Plans tab on the left Click the Create button Step 1: Basic Setup Name your Action Plan Choose your scheduling type: Frequency Based - ...
Action Plan Overview
Using Action Plans in Mojo Action Plans are customizable follow-up sequences that help you maintain consistent communication with your contacts. These plans can include various steps such as calls, drip emails, tasks, letters and labels. You can ...