Action Plans and CRM · Lesson 12
Where the auto-emails went: the Scheduled tab
Find Action Plan emails under Scheduled and understand the sending limit.
What it does: Find Action Plan emails under Scheduled and understand the sending limit.
Where to find it: Scheduled → Individual Emails
Watch out: Action Plans allow two automatic emails per day per contact.
Made by a Compass agent. Not an official Compass production. Recorded screens reflect the platform at the time of production.