FieldNotes Ai

Have you ever used an Action Plan and a lead responds back and you forget to stop the Action Plan? Now, you don't need to worry about it. You use the a...

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 th...

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 ...

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 ...