TotalBrokerage

Action Plans are a plan for corresponding with a contact.  T o create an Action Plan, click on “CRM”, and then “Action Plans” from your dashboard. ...

You can edit or rearrange actions in your Action Plan at any time. To do this, navigate to "CRM" and then select "Action Plans". ...

ACTION PLANS - These are tasks/actions that are either reminders or emails/texts that can be sent out at scheduled times. Look at the Buyer, Seller, ...