FieldNotes Ai

Too busy to create your Action Plans? Not a problem.  Leverage the Action Plan Library templates. These are created in partnership with experienced top-prod...

Have you ever used an Action Plan but forgot to set it to stop when a lead responds? You no longer have to be concerned about it. You can activate the auto-...

Getting too busy and dropping the follow-up items? Action Plans will help you follow up with your contacts whether as a reminder, an email, or a text messag...

Action Plans are a set of actions that are used to complete a repeatable activity. Those actions can be a Task, Email, or Text Message. One example could be...

Have you been enjoying creating Action Plans for your contacts? You keep adding in the past and now you're having a hard time locating or organizing the...

Do you need to make your own Action Plan? No problem. This article will walk you through the process of creating an Action Plan. Create an Action Plan ...

Once you set up your Action Plan workflow, you have two ways of triggering the Action Plan: Manual vs Automatic Triggers. For this article, we will focus on...

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...

There are four ways to use the Auto-Triggering function. One way may be better than the other depending on how you utilize your Action Plan for your client ...

There are four ways to use the Auto-Triggering function. One way may be better than the other depending on how you utilize your Action Plan for your client ...