Follow-up plans
Apply a sequence of call, text, email and note tasks to a contact in two clicks.
A follow-up plan is a list of call, text, email and note tasks with day offsets. The demo has three: New buyer lead (7 steps over 30 days), New seller lead (5 steps) and Past client (applied when a deal closes).
On a contact page, click Apply plan.
Choose the Plan and the Start date, then click Apply.
The tasks appear on the contact's Follow-up plan tab, due at each step's day offset from the start date (for New buyer lead: today, then days 1, 3, 7, 14, 21 and 30). When you set the contact's stage to Lost, or the contact closes, the open plan tasks are cancelled.
Click New plan or Edit on Follow-up plans to change the steps, or Archive to retire a plan. Email steps can use a template from Email templates.