Action Plans

How can Action Plans help me? Automate your follow-ups
Getting too busy and dropping the follow-up items?  Sparky can help through Action Plans!  Action Plans will help you follow-up with your contacts whether a...
Mon, Mar 25, 2019 at 12:25 PM
How do I use Action Plans?
FieldNotes provides a set of predefined Action Plans that help to optimize your activities. You can also customize those activities or create a new set of A...
Mon, Mar 25, 2019 at 12:27 PM
Action Plans - Functionality
"Action Plans" are a set of designated tasks that are used to complete a repeatable activity. For example, if you closed a deal, you may have s...
Mon, Feb 18, 2019 at 8:10 AM