Action Plan and Action Plan Rules

1) Action Plan: An Action Plan is a sequence of steps that must be taken or activities that must be performed well, in order to achieve a specific goal.

It's a never-fail way of keeping in touch with your contacts. When you have assigned an Action Plan to a contact, it schedules a sequence of pre-written follow-up emails or tasks that occur over time. When these scheduled tasks come due, you’re automatically reminded to perform them via email.

An Action Plan consists of a series of emails that are sent automatically to Leads on a regular basis for a set period. This can be a great way to keep your business top-of-mind with Leads who are interested in your listings or service but aren’t ready to make a decision. You can use these emails to answer FAQs, address customer concerns and keep your Leads engaged until they’re ready to buy.

To learn how to manage Action Plans in LeadBooker CRM follow this link

2 Action plan Rules: The Action Plan Rules feature is used to applying Action Plans to the new Leads automatically. It's hard to apply an Action Plan to Leads manually when you're dealing with a lot of of Leads. So defining different rules according to the Lead type or the site from where the Leads are coming from. This will help in providing valuable information via email to Leads according to what they request from you.

For example, applying different Action Plans automatically to the Leads that signup from a buyer site or Leads that signup from a seller site.

To learn how to manage Action Plan rules in LeadBooker CRM follow this link