CRM Action Plans

Adding a CRM Action Plan
Action Plans are a plan for corresponding with a contact.  To create an Action Plan, click on “CRM”, and then “Action Plans” from your dashboard. T...
Tue, Aug 16, 2022 at 1:57 PM
Editing a CRM Action Plan
You can edit or rearrange the Actions in your Action Plan anytime.  This can be done in “CRM”, and then “Action Plans”. Once you’re in, click o...
Thu, Jul 13, 2023 at 11:00 AM