FieldNotes Ai

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 as ...

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 could...

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...

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

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...

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 o...

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 ...

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 ...