Creating And Modifying A Personal Action Plan
Since all the action plans that come with Top Producer 7i are default, in order to make any changes you will need to save the plan as your own personal plan. Above the action plan name you can either click on Create New which will allow you to create your own name for the action plan and start from scratch, or click on Copy which will allow you to copy an existing action plan to change according to your needs.
Creating a Personal Action Plan
- From the main menu highlight Setup, then click Plans setup.
The Plans setup window opens.
You will automatically be taken to the Action plans tab. - Select an action plan from the Action plan name drop-down list.
- You have four options for the selected action plan:
- Create new – allows you to create your own name for the action plan and start from scratch
- Copy – copy the action plan in order to make modifications
- Rename - rename a personal action plan
- Delete – delete a personal action plan
The word “Copy” will be placed in the New action plan name text box when you copy a default action plan.
Tip: Add a # sign in front of the personal action plan to have the plan appear first in the Action plan name drop-down list.
- Click OK to save the new personal action plan.
Modifying a Personal Action Plan
After you have created your personal action, you can add, delete or modify its activities.
- From the Plan setup window, select Create new activity from the action menu.
The Add new activity to action plan: window opens. - Select the desired activity and click Next.
A window will open asking you to fill in information about the selected activity.
- Select the Priority and assign the activity to the Current User or to a team member from the Assign to drop-down list.
- Click the Send this email automatically check box to send out automatically send out the email.
- Decide what date the activity will be performed – from the start date or after the completion of the preceding activity.
- Decide how to move the activity if it falls on a weekend.
- For email activities click on Select email template to choose an email template from the Communication library.
- Click Finish after filling in all the activity details to save your changes, or Enter next to save your changes and create another activity for the action plan.
