When working within a Transaction, you can create Action Plans. This feature allows an agent to develop a plan of action for the Transaction. Here they can create a new plan or import and edit an existing plan. Follow the steps below for more information.
The first step is clicking on the Action Plan tab.
This is where you can create a new plan of action or import any existing plans.
The Action Plan section offers two types: creating a new plan or importing a plan.
+ ADD PLAN
When selecting + Add Plan, you will be asked for a name, description, and whether the plan applies to certain transaction statuses.
Click Submit when done.
Next, you will build the Action Plan Steps.
Click + Add Action and create the task by using the dropdown options.
Click Save when done.
IMPORT PLAN
You also have the option to import an existing plan.
Click Import Plan.
Using the dropdown, choose the plan and click Submit.
This shows the steps and the order in which the plan will take place.
Click + Add Action to add steps if needed.
Use the three dots icon to Edit or Copy a step.
Click Save when done.
An Action Plan can be deactivated anytime by selecting "Make Inactive" from the Running dropdown.
(Click here for instructions on creating a Transaction Action Plan that can be imported into future transactions).