There is now a new link below ‘To Do’ on the Referrals List page labeled ‘Action Plans’.
That link will take you DIRECTLY to the Action Plans page and allows you to assign Action Plan Items without stopping at the To Do page first!
This was a suggestion from one of our users and we LOVED IT! Keep the good ideas coming!
Cheers,
The Relocation Specialist Team
Adding titles to Action Plan Items is now possible in the CC: and the BCC: fields.
The challenge was to allow users to enter specific email addresses, or to have a droplist of possible titles such as ‘Office Mgr’, which would remove the possibility of having the specific email address. We figured out how to do both!
Now you can enter a specific email address, or use the handy button that displays the possible titles and adds your selection. So, for example, you can send an emailed assignment to the ‘Assigned Agt’ in the TO: field and have a copy of the email go to the ‘Office Mgr’ in the CC: field.
Autopilots can be created for a group of referrals. If you receive a group of referrals and want to wait until they are all entered or imported to set up your autopilots, you can do this through an action plan.
There are webinars given about twice a month about action plans and how to create them. The list of webinars are located on the Main Menu.
