ocr: - Action Plan L Plans and Steps -OCall-In Leads Step Name: Followup Call Send Brochure & Offer Outbound Call DF Followup Calll Activity Type: DMore Details DAct Now Letter Activity Template >> Not Interested Letter DNewletter Lead Time: 7 days *OClient New Step Retention Weekday: [Any] CNew Plan Next Steps: IResolved: [Next Step] ICancelled: Not Interested Lette e Initiate Plan Abort Plan Trigger: See if Customer Noye nSmart Triggera Define Trigger Triggers Check Lead Status Seeifl Customer Now [New Trigger] Name: See if Customer Now This trigger executes when a step is resolved. It checks to ...
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