Action Plans are a series of follow up steps that you can create and name. The steps which can be used in action plans are; follow up calls, drip email, tasks, letters and labels. You can have action plans that ONLY consist of drip email step, or follow up call steps, or you can mix and match all of the various action types. Action Plans are a series of follow up steps that you can create and name. The steps which can be used in action plans are; follow up calls, drip email, tasks, letters and labels. You can have action plans that ONLY consist of drip email step, or follow up call steps, or you can mix and match all of the various action types.
Once you have created an action plan