Action Plans are for keeping track of correspondence with a contact. In the Action Plans tab, you can see which plans have been assigned to the contact. You can also see the tasks that need to be done, tasks completed, and tasks that are overdue for a certain action plan in the “To-Do List” at the top of the page.
Click on “View” for a specific Action Plan and you can also see the details for each task in that plan.
Click on the arrow all the way to the right of a specific task to see more information. When viewing actions here, please note that when a task is highlighted:
Blue: Action has been executed but task is not complete
Green: Action has been executed, task is complete (if a task was involved)
Grey: Action is upcoming (hasn't happened yet. subject to change if the Action Plan changes.)
You can also “pause” a plan if you'd like. This means that no tasks need to be completed at this time. You can do this by clicking “Inactive” under the "Selected Plan". If you want to resume scheduled tasks for the Action Plan, you can reactivate the plan by clicking “Make Active”. (Note: no actions will take place while the selected plan is inactive.)
If there have not been any Action Plans assigned to the contact yet, you can add an Action Plan to the contact by clicking “+Add” next to “Action Plans”. (Note: When you click “+Add” you will be adding an existing Action Plan to the contact and not a brand new one. You cannot create an Action Plan specifically for a contact, as this can only be done via the Setup menu.)
