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Action Plans

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Action Plans (7)

Action Plans are automated workflow that you can automatically or manually trigger against your contact records.

Creating an Action Plan

Modified on Mon, 14 Dec, 2020 at 1:52 PM
Action Plan Templates

Modified on Tue, 30 Apr, 2024 at 11:34 AM
Action Plan Triggers

Modified on Tue, 2 Jun at 10:16 AM
Action Plan Activities

Modified on Thu, 25 May, 2023 at 3:37 PM
Action Plan Conditions

Modified on Thu, 25 May, 2023 at 3:47 PM
Action Plans List View

Modified on Tue, 16 Jan, 2024 at 12:33 PM
Action Plans List (New CRM)

Modified on Mon, 26 Oct at 1:49 PM

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