Labels:bulletin board | dialog box | laptop | monitor | road | sidewalk | sky | web site | window OCR: Action Plan Plans and Steps Cal-n Leads Step Name: Followup Call ESend Brochure Call Offer Activity Type: Outbound Call Followup BMore Details BAct Now etter Activity Template GNot Interested Letter Define Client ENew ENewletter Step Retention Lead Weekday: Time: [Any] days New Plan Next Steps: IF Resolved: [Next Step] Cancelled: Not Interested T ette Initiate Plan Abort Plan Trigger. See if Customer Nos Smart Trigger Define Trigger Triggers Check Lead Status iSee if Customer Now [New Trigger] Name See Customer Now This trigger executes when a step is resolved. it checks to see if the contact has become customer [by placing an order) switches the contact from the current plan to the Client Retention plan. [Contact Relationship] "Customer' Then AbortPI lan ActivatePlan "Client Retention' En ...
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