Action Plans Overview

Action Plans prevent contacts from slipping through the cracks and keep your schedule on track. Your account will come pre-equipped with several of our most successful Action Plans that you can start using right away. Find more Action Plans to use in the  Action Plan Sharing Library.   Use Action Plans for:  Automatically sending an initial text mes...

How to Create and Edit Action Plans

Admins have the ability to create and edit Action Plans. Admins can also find more Action Plans to use in the Action Plan Sharing Library. To Create an Action Plan: 1. Go to the Action Plans page (Admin > Action Plans). 2. Click “Create your own” at the top-right. 3. On the next page, give the Action Plan a name to label it. 4. Check or uncheck t...

Action Plan Sharing Library

Follow Up Boss has a built in Action Plan Sharing Library under Admin > Action Plans > Browse action plan library. The library is sorted into categories, click into the relevant category and then browser plans. Once you see a plan you like the sound of click Preview to review it. If you'd like to copy the plan to your account click Back to Lib...

Initial Text Autoresponder

Follow Up Boss can send automated text messages to new leads. You can add a text message to an action plan and it will be sent to new leads with valid phone numbers that this action plan is triggered for.    How to enable text autoresponders? - Select Admin, then Action Plans in the top menu (admin users only). - If you already have an action plan s...