Action Plans and CRM · Lesson 7
Enroll a contact in an Action Plan in 90 seconds
Choose a contact, select a plan, set the start date, and start it.
What it does: Choose a contact, select a plan, set the start date, and start it.
Where to find it: Contacts → Manage Action Plan
Watch out: Check the contact and start date before enrollment.
Next in this series
The Past Clients plan: 9 actions, 2 yearsMade by a Compass agent. Not an official Compass production. Recorded screens reflect the platform at the time of production.