ADMIN: Contact and Lead Action Plans

ADMIN: Contact and Lead Action Plans


A Contact and Leads Action Plan is an Action Plan that you can attach to Contacts and Leads. 
Action Plans are a series of events, automated emails, follow-up requests, etc., that will help your agents keep track of everything they need to do for a contact/lead or listing! 

To create a Contact and Leads Action Plan for the company to utilize 
  1. Select the Settings icon in the upper right hand corner of ClientBAY. 
  2. Select Company-wide Action Plans under the General section. This will open up your Action Plan Dashboard.
  3. Select +New in the upper right hand corner.
  4. Name the Action Plan (i.e. New Lead Action Plan) and then select Contacts/Leads under the Action Plan Type drop down menu.
  5. Press Save in the upper right hand corner. This will create your Action Plan for you and take you to that individual Action Plan’s dashboard where you can easily start adding those Action Plan items that you want to take place.

To add your first Action Plan item, select the + button in the upper right of the item box.
This will bring up your Create Action Plan Item window. 

Add Automatic Email:
  1. Name your item
  2. Add the subject
  3. Choose the number of days until the action is due *You can delay the send if you would like so that it doesn’t look as automated
  4. Choose who you want to send the email from: System/You (Owner or Agent) **If you are on a team and you send out from the agent, it will not come from the owner of the contact**
  5. Who do you want to send the email to?
    1. Assigned agent as a reminder
    2. YOU as a reminder
    3. The contact
  6. Choose the content you would like to send and click Save

Add Follow-Up Request: 
  1. Name your item
  2. Add a description- this will be your reminder for what you are following up on
  3. Choose the number of days until the action is due
  4. Choose if you would like this to be a repeat follow up request or not. If you would like it to be repeated, set up the frequency of the event
  5. If you select Required,  you will not be able to snooze or dismiss the item without completing it
  6. Click on Save

Add to Campaign:
  1. Add a description- this will be your reminder for why you are adding them to this campaign
  2. Choose the number of days until the action is due
  3. Choose the campaign that you would like to add them to
  4. Click Save
Warning
**YOU MUST HAVE COMPANY OR PERSONAL CAMPAIGNS CREATED TO USE THIS FEATURE**


Send Survey:
  1. Name your item
  2. Add a description- this will be your reminder for what the survey is about
  3. Choose the number of days until the action is due
  4. Choose who you want the survey to be sent too
  5. Select the survey that you would like to send
  6. Select Save
Warning
You must have your survey created first before being able to use this feature


Some items to note when creating Follow Up Items for Contact and Lead Action Plan Items:
  • Backlist if Overdue: When you are adding Follow Up Items to this Action Plan, you will notice this box as an option.
    • If the agent does not complete this to do item, you have the option of blocking them from receiving leads until this follow up item is completed. 
  • On Complete Set Status To: When you are adding Follow Up Items, you will see this area available.
    • Often an agent forgets to change the status of their lead so you have the ability to state that once this action item is completed, the status of that lead can then change.


Here is an example of a New Lead Action Plan



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