Action Plans and CRM · Lesson 9
Build a repeating quarterly follow-up
Build a quarterly plan with call tasks, an email task, and a tag action.
What it does: Build a quarterly plan with call tasks, an email task, and a tag action.
Where to find it: Action Plans → Blank Action Plan
Watch out: Review the Repeat Action Plan setting.
Next in this series
Contact Statuses and outreach intervalsMade by a Compass agent. Not an official Compass production. Recorded screens reflect the platform at the time of production.