Action Plans

How can Action Plans help me? Automate your follow-ups - Overview
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...
Tue, Apr 30, 2019 at 8:49 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, Apr 29, 2019 at 12:28 PM
Setting up Action Plans
Action Plans are a set of actions that are used to complete a repeatable activity.  Those actions can be a Task, Email or SMS Text Message.  One example cou...
Mon, Apr 29, 2019 at 11:17 PM
Creating your own Action Plan
Do you need to create your own Action Plan?  No problems.  THis article will walk you through Create an Action Plan To create an Action Plan, from the “A...
Mon, Apr 29, 2019 at 11:07 PM
Group SMS (Text) / Emails
Do you have something that you want to share with your spheres?  It can be easily done through the Group Text or Group Email feature.  It's a great way...
Mon, Apr 29, 2019 at 12:46 PM