A Follow-up Plan is a sequence of reminders and automatic emails that help you keep in touch with your contacts. Once you set up a Follow-up Plan, you will receive dashboard reminders to stay in touch. If you set up automated emails, these will go out with no required action on your part.
Add a Follow-up Plan
Change or remove a Follow-up Plan
A reminder will appear on your dashboard when it’s time to progress a Follow-up Plan. To progress your Follow-up Plan, you can click the Actions drop-down and select Send an Email, Add a Note, or Already done.
Create a Follow-up Plan to include your own email and call scripts. Before you start, make sure you’ve loaded any scripts you’d like to use into the Script Library. Learn how to add your own email scripts.
To create your own Follow-up Plan:
Auto-assigned Follow-up Plans save you time by automatically assigning each of your contacts to a Follow-up Plan based on their contact status. For example, if you want all your New contacts to receive the New Contact Follow-up Plan, you can use auto-assignment.
Turn on auto-assignment
Change the Follow-up Plan for a status