Timeline – Action Plans for Contacts

Contact Timeline

Timeline: Action plan for a contact

Timeline Action plans

Build a follow-up plan for turning a lead into a Buyer – or a potential recruit into a hire.
Save a series of Action Plans for different types of contacts – and launch them to you calendar for easy-to-use reminders. This is a perfect way to keep in touch with a warm lead or a “someday” recruit, who may eventually become a customer.

Advanced users of TransactionPlan link their Timelines to custom email messages to automate the delivery of email messages on specific dates in the future.

>> Company-wide Client database