Too busy to create your Action Plans? Not a problem. Leverage the Action Plan Library templates. These are created in partnership with experienced top-producing agents to create best-in-class Action Plan templates. Check the library frequently because we are constantly adding to it.
1. Import an Action Plan
Select the the thunderbolt and press "Action Plans" Then you will see "Import Action Plan" Press that to take you to Floser where you can find our Action Plan templates.
2. Finding the Right Action Plan
On the right-hand side, you will find the Library Folders, you will find 3 folders that contain action plans you can use.
3. Preview the Action Plan Template
To preview the Action Plan, click on the Preview button. You can see the template messages and whether it is an Email, SMS message, or calendar event. And if you like the template, import the Action Plan.
4. Review the Template Message
As a best practice, review each of the template activities before triggering them. You don't want to get any surprises. You may want to adjust the message or add to it. Note that some of the templates require your input so please review it ahead of time. To edit, click on the pencil icon. When done, save the changes and you are now ready to trigger the Action Plan.
