Action Plans

Viewing Action Plan Details – Calendar

Action plans provide you with a systematic and fail-safe way of keeping in touch with your contacts. Top Producer CRM comes pre-loaded with an extensive library of action plans-in both English and Spanish-that address virtually every prospecting and marketing scenario. Once you assign a plan to a contact, it schedules a sequence of pre-written follow-up

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Viewing Scheduled Action Plan Activities

Now that you’re using action plans to consistently keep in touch with your customer base, you’ll need to be able to quickly view the tasks so you can get them done. Top Producer CRM gives you the flexibility of viewing action plan activities from a number of places. The Activities Summary Page From the Calendar

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Simple Lead Conversion Plan

The Simple Lead Conversion Plan is a simple recipe designed to help you effortlessly convert your online leads using our products. We’ve created the plan for you in Top Producer CRM, so all you need to do is automatically apply it to your incoming leads and you’ll be converting left, right and center. Here’s a

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Mass Updating Plan Activities

You can update multiple activities within an Action, Listing or Closing Plan. Modify drop-off, weekend activity and priority settings, activity assignment, and whether emails are automatically sent and include signatures. To mass update plan activities: From the Main Menu bar, go to Calendar > Plans Manager. Click the Personal tab, and then use the Show

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Editing Plan Activities

Top Producer CRM includes a large selection of pre-made Plans that are specifically designed to meet a variety of needs. You may wish to make changes to these plans by editing activities. Please note that it is necessary to create a Personal Copy of a plan in order to make changes, as Default plans cannot

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Deleting a Single Plan Activity

Deleting an activity from a plan will remove the activity from the plan. However, if the plan has already been applied to a record, the applied activity will not be removed from the record when it is deleted from the plan. To delete an applied activity, open the record to which it is applied, view

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Deleting Multiple Plan Activities

Deleting an activity from a plan will permanently remove the activity from the plan. However, if the plan has already been applied to a record, the applied activity will not be removed from the record when it is deleted from the plan. To delete an applied activity, open the record to which it is applied,

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Creating a New Action Plan

If you’ve reviewed the default actions plans and feel none of them suit your needs, you can create new action plans from scratch. New plans are created from the Plans Manager page, which can be accessed by going to the Calendar main menu icon and clicking Plans Manager. Click the Create Plan link at the

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Copying and Editing a Personal Action Plan

Once you become familiar with what default action plans can do, you may want to make some tweaks to your favorite ones, such as adding or removing activities, or changing the sequence of events. In order to make changes to a default plan you must first create a personal copy. Creating a Personal Copy of

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Applying or Removing an Action Plan

With your action plans set up to target different kinds of contacts and scenarios, you can start assigning them to contacts in your database to consistently stay in touch. You can link an action plan to a new contact or an existing one. Applying an Action Plan to a New Contact From the Lead Management

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Auto Apply Plan Rules

Top Producer CRM understands the importance of following up with your leads. If you’re receiving too many leads to manually apply action plans to them all, Auto Apply Plan Rules enable you to automatically apply plans to new leads. You can define a unique rule for every unique combination of Lead Type, Source, Sub Source, and Other

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Adding an Activity to an Action Plan

Top Producer CRM includes a large selection of pre-made action plans that are specifically designed to meet a variety of needs. You may wish to make changes to these plans by adding new activities. Please note that it is necessary to create a personal copy of a plan in order to make changes, as default

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