How do I get to the action plans?
Click on your name in the upper right corner
Click on "Settings"
Click on "Dealership Name"
Click on "Action plans"
Action Plans are broken up by different statuses that occur within a deal. Here's a brief guide.
To add a task or an automated scheduled message, click on the plan you would like to edit.
Add/Edit Tasks:
If you would like to add a new task, just click the green add a new task button.
You can also edit the existing tasks or delete by clicking on the trash can.
Here you will label your task (i.e call customer), adjust the time for when the task is due (days, weeks, months, years), and whom it should be assigned to.
Next, click save to add this to your Action Plan.
The tasks you add here will automatically be added to the up sheet when that status is applied.
Add/Edit Automated Scheduled Messages:
If you would like to add a new Automated Scheduled Message, just click the green add a scheduled message button.
Here you will choose when the message will be sent. it can be immediately or after a certain amount of time (days, weeks, months, years).
Set a specific time for the scheduled message to be sent out on the due date.
Assign one of the templates from the drop down. The icons displayed after the name of the template indicate which versions (email & text) are available for that template. To learn how to add or edit a template, visit this page.
NOTE: The system will always try to send a text template first if the chosen template has both an email and text version of the template. If you would like a task to be sent by email AND text then you will need to create two separate tasks.
Important! Make sure you review the Action Plans with the sales team so that they understand what is expected of them and what will be automated by the system.