When working within a Transaction, there is a new feature called Action Plans. This feature allows an agent to create a plan of action for the Transaction. Here they are able to 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. We will take a look at both types, beginning with Adding a New Plan. There are two places to create a new plan, click the blue box Add a New Plan or select the blue Add button.
When selecting Add a New Plan, it will ask for a name and then a description. ( Need to put LINK IN~~~Click here for instructions on creating a Transaction Action Plan). The system will prompt you on which type of plan you would like to create.
The next option is importing an existing plan. There are two ways to import a Transaction Action Plan. The first is to click the green box that says Import a Plan or click on the green Import button in upper right hand side.
Here you are able to choose which existing Action Plan you would like to add to your transaction. When the selected plan has been chosen, click the blue save button.
When either a New Plan or Imported Plan is chosen, the plan will appear. This shows the steps and the order that the plan will take place. You can continue to add steps if needed. Click save when done.
An Action Plan can be made inactive if needed for any reason. There is also a Retry green button that would allow the system to try completing the action again.
