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 a...

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...

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 pr...

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 on...

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...

Ability to specify Before and After in Action Plans In the setup of the Action Plan, you can specify whether the task (appointment, email or SMS) will be t...

Setting up an Action Plan includes filling the recipient field. The “To:” field lets you enter the {client_mail} (for email) and {phone_number} (for SMS). Y...

Do you have emails and text messages that you use regularly?  Or you want to use it across your Action Plans?  You can with the Templates feature.  It allow...