Do You Use Action Plans?

Monday 15 October 2007

Action plans help you manage your clients

When you apply an Action Plan to a client, you have automatically scheduled a list of date driven tasks for that client to your Appointment Schedule. The scheduled tasks in an Action Plan are designed to help keep you on target with a specific goal: following up with new clients, staying in touch with past clients, or getting a property through closing. The tasks in your Action Plan will appear in your "To-Do" list, one of the options under the "Today's Summary" box on your MLXchange home page. You'll also be able to view your scheduled tasks from your schedule. It's a great tool to help stay on top of all the things you need to do to keep your clients happy.

Here's how to make an Action Plan work for you:

• To set up an Action Plan, hover over the "Schedule" option in the menu bar and choose "Plans Manager" from the drop down menu.
• We have several preset system Action Plans, including Seller Prospecting Plan, Buyer Action Plan, Listing Plan Check List and more. The preset system Action Plans are "Read Only." To customize your plan, select the default plan you want and click "Copy" in the bottom right hand corner.
• Rename the plan and click "OK." Your plan will be placed in the Plans Manager.
• To use an Action Plan, you must assign it to a client. Select the "Client" tab in the navigation menu, select a client, and click the "Details" button. Next, select the "Apply Plan" button and add your chosen Action plan to the "Applied Plans" list.
• Select a date to start your action plan.