Applying a Plan

Plans help you keep in touch with contacts and leads through regular follow-ups. They enable you to apply a consistent and successful methodology to your business. Plans are applied from the Activities tab of the target listing, closing, contact or referral record.

Tips:

If applying an Action, Listing or Closing Plan, you can view plan descriptions from the Plans Manager to assist in determining which plan to apply.
You can view all the contacts that have a particular Action plan applied from the Applied Contacts tab. In addition, you can generate a report that includes the plan's progress for each contact, their unsubscribe status, and the plan's start/end dates.

To apply a plan:

Open the record you want to work with. How?
- Contact Record: From the Main Menu bar, go to Contacts > Contacts Summary. Click the contact's row to open their contact record.
- Referral Record: From the Main Menu bar, go to Contacts > Referrals Summary. Click the referral's row to open their referral record.
- Listing Record: From the Main Menu bar, go to Listings > Listings Summary. Click the listing's row to open the listing record.
- Closing Record: From the Main Menu bar, go to Listings > Closings Summary. Click the closing's row to open the closing record.
From the specific detailed record screen (e.g. the Contact Record), click the Activities tab.
Click the Select Plans action link.

The Select Plans multi-select picklist appears.
Select the checkboxes for the plans you would like to apply to the record. For Action Plans, you will need to specify the Start Time for each applied plan.
Click the Save button.

The activities from each applied plan now appear in the Activities tab.