Auto Plans 101

Auto Plans help you save time and automate a lot of follow-up and correspondence with both your leads and transactions.

Click HERE to register for this course.

This training will cover:

- Why you should use Auto Plans
- Fundamental CRM Settings
- Platform Plans - Use case
- Build Your Own plan
- Add a Task
- Add an Email
- Add a Text Message
- Contingent Actions
- Assigning a Trigger
- Manually applying a plan