Action Plans and CRM · Lesson 11
Enroll 100 at a time: customize or personalize
See the difference between customizing a template and personalizing each contact.
What it does: See the difference between customizing a template and personalizing each contact.
Where to find it: Contacts → Manage Action Plan
Watch out: Check the effect of a start date in the past.
Next in this series
Where the auto-emails went: the Scheduled tabMade by a Compass agent. Not an official Compass production. Recorded screens reflect the platform at the time of production.