Action Plans help you stay organized by tracking all your interactions and scheduled tasks with a contact.
Within the Action Plans tab, you can view:
Which plans are currently assigned to the contact
A To-Do List summarizing:
Tasks that need to be completed
Tasks already completed
Tasks that are overdue
Adding an Action Plan to a Contact
Navigate to the contact’s profile and go to the Action Plans tab.
Click the blue +Add button.
A pop-up window will appear. Choose the appropriate Action Plan from the list.
You may assign multiple plans to a contact, but each must be added one at a time.
Click Apply.
You’ll now see the To-Do List for the selected Action Plan(s).
Viewing Action Plan Details
Click View next to a specific Action Plan to see the full list of tasks associated with it.
To see more details about a task, click the arrow on the far right.
Task Color Indicators:
Blue: The action has been executed, but the task is not marked complete.
Green: The action has been executed and the task is complete.
Grey: The action is upcoming and has not yet occurred (subject to change if the Action Plan is updated).
Pausing and Reactivating a Plan
To pause a plan, click Inactive under the "Selected Plan."
While inactive, no tasks or actions will be triggered.
To resume a paused plan, click Make Active.
No Action Plans Yet?
If the contact does not have any Action Plans assigned:
Click +Add next to “Action Plans” to assign an existing Action Plan.
Note: You are adding a pre-existing Action Plan—new plans cannot be created here. To create a new Action Plan, go to the Setup menu.
Need help choosing the right Action Plan? Reach out to your system admin or refer to your team's internal documentation for guidance on plan types.