Action Plans

Action Plans prevent contacts from slipping through the cracks and keep your schedule on track. Use Action Plans for:

-Automatically sending an initial text message to your new leads.
-Automatically sending a series of drip emails to your leads and contacts.
-Automatically creating a series of follow up tasks on your calendar.
-Automatically adding or removing tags on leads.
-Automatically assigning or removing collaborators on leads.
-Automatically changing a lead's Stage.

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