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
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...
Sat, Aug 10, 2019 at 10:25 PM
Creating your own Action Plan
Do you need to create your own Action Plan?  No problems.  This article will walk you through creating an Action Plan. Create an Action Plan To create...
Sat, Aug 10, 2019 at 9:54 PM
Action Plan Library - Leveraging Templates
Too busy to create your Action Plans?  Not a problem.  Leverage the Action Plan Library templates.  These are created in partnership with experienced top pr...
Sat, Aug 10, 2019 at 10:20 PM
Action Plan - Manual Trigger
Once you setup your Action Plan workflow, you have two ways of triggering an Action Plan:  Manual vs Automatic Triggers.  For this article, we will focus on...
Sat, Aug 10, 2019 at 9:46 PM
Action Plan - Auto Trigger
Once you setup your Action Plan workflow, you have two ways of triggering an Action Plan:  Manual vs Automatic Triggers.  For this article, we will focus on...
Sat, Aug 10, 2019 at 9:48 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...
Sat, Aug 10, 2019 at 10:26 PM