Action Plans & Trails


Action plans help everyone in your office keep up with what they have to do on contacts by automatically assigning tasks.


You can customise your tasks inside of your action plans as much as you’d like by assigning them a category, task name, and due date. You can even assign a document from your merge library to a task.

Easy To Use

Action plans let you set up a pre-defined list of tasks that need to be completed on your contacts. They can be triggered manually with the click of a button or you can have them triggered automatically when a contact is created in a particular category, such as ‘vendor’ or ‘buyer’.


Assigning documents from your merge library lets users generate documents directly from their task list without having to load the contact or find the document – this is great for quick documents like thank you letters!

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