Action Plans

Before & After - Triggering events on specific dates
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...
Tue, Jun 15, 2021 at 10:35 AM
Sending Options for Action Plans
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...
Tue, Jun 15, 2021 at 11:14 AM
Auto Pause (for SMS)
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...
Thu, Jun 10, 2021 at 11:52 AM