Action Plans are customizable follow-up sequences that include steps like calls, drip emails, tasks, letters, and labels. You can create plans with just one type of step or combine multiple types to fit your needs.

Once you have created an action plan

• You can assign them to a contact one at a time.
• You can do a bulk assignment to an entire list, group or selection of contacts in a list or a group.
• Once the Action Plan is assigned all steps will be automatically scheduled for the contact(s).
• Mojo will remind you of when steps are due in the Calendar area of the system.
• You can complete each action by: making follow-up calls using the dialer, mass printing letters and labels, and completing tasks, and drip emails will be sent automatically without you having to remember to send them out yourself.